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Opportunities in Emerging Markets

We often highlight the importance of diversification in an investment strategy, which includes investing in different geographies. Whilst most will allocate funds to developed market equities, such as those in the UK, developed Europe (e.g. Germany, France, Spain) North America (US and Canada) and developed Asia-Pacific countries (such as Japan and Australia), introducing an allocation to emerging markets can help spread risk further, as returns from these markets do not necessarily correlate with their developed counterparts.

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2024 Market Outlook

As we enter a new year, we highlight some of the key factors that are likely to determine market direction over coming months, and provide our outlook for the main asset classes during 2024.

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Going big in Japan?

For many years, Japan has been considered as “tomorrow’s story”, where there is much promise, but returns disappoint. That is until this year, where the Japanese Equities market has shown considerable strength.

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A brighter outlook for Bonds

After the very difficult conditions for Bond investors seen last year, we are seeing growing evidence that a change in direction is now likely.

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ESG risks cannot be ignored

According to scientists, July may well have been the warmest month on record, when measuring global temperatures. Scorching heat in Southern Europe and North America has led to the United Nations issuing dire warnings on the impact of climate change.

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Bonds – close to the turning point?

History will show that 2022 was a highly unusual year for Bond investors, with the performance of Corporate and Government Bonds struggling under the weight of higher inflation and rapidly tightening monetary policy.

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Portfolio construction – the importance of diversification

Perhaps the single most important factor that determines the success of a chosen investment strategy is how risk and reward are balanced. Investors are always keen to maximise returns where possible, but it is important to bear in mind the level of risk that is being taken in trying to achieve an investment goal.

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The prospects for China in 2023

After three years of strict zero-Covid policies, China reopened its borders with the rest of the World on 8th January, a move that is likely to prove influential for Global Equity markets over the coming year.

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The Drive Towards Sustainability

The COP27 climate change conference held in Egypt concluded late last year with a number of key agreements that may impact investment decisions in the future.

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