The Market Call

The Market Call gives a periodic summary of major macro events, market themes and selected UK company-specific news.

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January 7, 2024

Markets in 2023 & Outlook for 2024

Jeremy McKeown and Gareth Evans discuss the main market trends from last year and the outlook for 2024. They discuss the October pivot on rate expectations, the rise of the Magnificent Seven AI wonder stocks, the outlook for Chinese and UK equities, and will a recovery in China be inflationary or deflationary. Will Trump win the US election, and what are the market implications? What about the UK? Can it be the best-performing market in 2024? 
 
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