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The Great Escape for equities

Read about global markets and trends in this monthly Investment Outlook.

Published on 10 Jan 20241 minute read

This monthly commentary gives a roundup of global markets and trends. 

In this edition:

  • Equities are set to outperform bonds, boosted by solid sales and elevated profit margins
  • The US equity market rally will broaden beyond AI-led stocks
  • UK large caps are favoured over domestics as the global economy is expected to perform better than the UK
  • Reasons for a US dollar depreciation and gold appreciation are outlined
  • A more favourable environment for gilts is predicted as inflation continues to decelerate

Important information

The value of an investment may go down as well as up and you may get back less than you originally invested.

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