Darius McDermott and Juliet Schooling Latter return for a comprehensive quarterly market update reflecting on key moments from the last year, particularly focusing on the dominant themes of inflation, interest rates, and technology. Darius and Juliet share insights on the unexpected resilience of markets amid interest rate hikes and discuss notable events from the collapse of SVB and Credit Suisse to the surge in the "Magnificent Seven” stocks.

Looking forward to 2024, we examine potential investment opportunities and discuss whether the momentum in AI-related sectors, especially technology, will continue. They share their perspectives on global regions such as India and China, offering insights into the challenges and opportunities each presents for investors. We also touch on the potential impact of upcoming elections worldwide in 2024.

We discuss investment strategies for different time horizons, including long-term views on UK smaller companies and fixed-income investments while addressing  the unique considerations for Junior ISAs. We wrap with Darius and Juliet sharing their financial resolutions for the year ahead.

What’s covered in this episode:

• 2023 reflections: the highs and lows
• The emergence of AI and ChatGPT in 2023
• The success of Indian equities in 2023
• India versus China
• Why Latin America was top of performance charts
• Can the success of technology (and AI) continue into 2024?
• What concerns do they have about China today?
• What’s your outlook for 2024?
• 2024: the year of the election …and what it means for investors
• Where to invest £10,000 today
• …and if their strategies would change when investing in a Junior ISA
• Juliet shares her financial resolution for 2024
• …and Darius resolves to not make any financial projections

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Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.