’The year of recession which never happened’: 2023 in review

2023-12-15

The past year has seen an AI-driven tech surge and rising bond yields as markets grapple with rising rates, high inflation and geopolitics.This week David Thorpe, investment editor on FTAdviser, is joined by Richard Saldanha, global equity fund manager at Aviva Investors, Mark Preskett, portfolio manager at Morningstar, and Guy Foster, chief strategist at Brewin Dolphin, to reflect on the past year in markets and look forward to 2024.They discuss the concentration of the US stock market around a...

The past year has seen an AI-driven tech surge and rising bond yields as markets grapple with rising rates, high inflation and geopolitics.

This week David Thorpe, investment editor on FTAdviser, is joined by Richard Saldanha, global equity fund manager at Aviva Investors, Mark Preskett, portfolio manager at Morningstar, and Guy Foster, chief strategist at Brewin Dolphin, to reflect on the past year in markets and look forward to 2024.

They discuss the concentration of the US stock market around a few tech stocks, the role of UK equities, whether now is a time for investors to focus on quality and the recession which was predicted but never arrived.

The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues.

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