2023 Global equity outlook The months of November and December are all about expectations management in most family homes in the UK, as (occasionally unrealistic) children’s expectations for Christmas presents come into conflict with the economic realities of family budgets.
The affair with the market catalysts of the last decade is over now, and a new era of investing begins. It was nice while it lasted. The tattered posters on the cover show the remnants of some equity market catalysts
Global investors still mostly favour onshore equities, i.e. the A-share market (the CSI 800 Index), to build exposure to the Chinese economy; however, the high volatility associated with these shares has historically been a drawback. If we look back at
