Tag : active management

As we enter 2024, financial markets are at a major crossroads. With inflation coming down and central banks’ rate hikes on hold, the big question for investors is: what happens next? With views ranging from a ‘soft landing’ to recession, and from ‘higher for longer’ interest rates to rate cuts, the path ahead is uncertain.

Investors should re-assess their approach to constructing equity portfolios now or risk posting disappointing returns.

It is crucial to identify which parts of an investment portfolio need treatment to make it work better. Here are some practical examples of weaknesses that could be detected earlier and need attention to fix.