Darius McDermott and Juliet Schooling Latter return to discuss the fallout from an incredibly busy third quarter of 2023. The duo discuss whether interest rates have peaked, how inflation is evolving, and why the uncertainty in markets leaves them open to a number of very different economic scenarios. They also touch upon recent political developments, such as the UK's shift on net-zero goals, and how these changes might affect investors.
We explore the performance of various investment sectors, such as Indian equities, commodities, and high-yield bonds, as well as the struggles faced by infrastructure, index-linked gilts, and European smaller companies. Finally, Darius and Juliet speculate on what investors should watch for in the final part of the year, including possible government measures to stimulate the UK stock market.
What’s covered in this episode:
Have interest rates peaked?
What interest rate rises means for fixed income
Why equity markets are currently volatile
Is decarbonisation still an investment mega trend?
Why sustainable products have underperformed
Why have Indian equities performed strongly in Q3?
The volatility of commodity investments
The challenges facing infrastructure as an asset class?
The negative correlation between index linked gilts and rising rates
Is there still an argument for UK smaller companies?
What should UK investors expect from the Autumn Budget?
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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.
