Portfolio Watch: Sticking to our knitting21 November 2023

Given that news headlines will shortly be dominated by forecasts of what will happen in markets in 2024, it is worth remembering that most of what was predicted this year did not occur. Read more as Victor Mupunga, Head of Research at Private Clients by Old Mutual Wealth unpacks the returns across global markets and emphasises their investment approach – finding and remaining invested in quality companies that can withstand ever-changing macroeconomic cycles.

Download pdf