How is the global economy going to perform next year? And importantly for investors, what are the best opportunities to make money?
Find out here some key macro & capital markets' predictions for 2024 & how my portfolio is positioned for the year ahead. The slides were presented this morning at the Mello Events Investor conference in Chiswick (down available from below LinkedIn page).
Happy investing everyone.
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Very well laid out presentation. Paul. I don’t agree with all your assumptions or strategic choices - that’s what makes a market - but there is coherence to your implementation. I think the biggest risk, and potential reward, is in your UK overweight. What if flows continue to steer clear of the UK in a persistent low growth scenario, rather than mean-revert in a small cap rally?
On individual stocks I’d just highlight that my bank has warned on the technicals of the Roche SP and sees further falls short term.
