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320. Navigating 2024 and the UK small-cap surge
Manage episode 426183240 series 3011998
In our latest market update, Darius McDermott and Juliet Schooling Latter start with a review of the notable boost in UK smaller companies, which have outperformed global equities. The conversation also covers the poor performance of fixed income sectors, Latin America's continued struggles and India's robust market driven by IPO booms. Global elections, geopolitical tensions and their impact on markets are examined, with a particular focus on the ongoing conflicts and their implications for investors. The update concludes with insights on the upcoming UK elections and a forward-looking outlook for the second half of 2024, emphasising the importance of interest rate trends and potential investment opportunities in undervalued markets.
What’s covered in this episode:
- Are UK smaller companies turning a corner?
- The underperformance of fixed income and what’s needed for a rebound
- Will we see rate cuts this year?
- Is Latin America uninvestable?
- Can we expect further growth in India?
- Do elections really matter to markets?
- What does a new UK government mean for markets?
- What does a new UK government mean for UK savers and investors?
- The impact of US elections on the healthcare sector
- How do geopolitical tensions influence investment decisions?
- What’s your outlook for the second half of 2024?
Learn more on fundcalibre.com
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.
328 episodes
Manage episode 426183240 series 3011998
In our latest market update, Darius McDermott and Juliet Schooling Latter start with a review of the notable boost in UK smaller companies, which have outperformed global equities. The conversation also covers the poor performance of fixed income sectors, Latin America's continued struggles and India's robust market driven by IPO booms. Global elections, geopolitical tensions and their impact on markets are examined, with a particular focus on the ongoing conflicts and their implications for investors. The update concludes with insights on the upcoming UK elections and a forward-looking outlook for the second half of 2024, emphasising the importance of interest rate trends and potential investment opportunities in undervalued markets.
What’s covered in this episode:
- Are UK smaller companies turning a corner?
- The underperformance of fixed income and what’s needed for a rebound
- Will we see rate cuts this year?
- Is Latin America uninvestable?
- Can we expect further growth in India?
- Do elections really matter to markets?
- What does a new UK government mean for markets?
- What does a new UK government mean for UK savers and investors?
- The impact of US elections on the healthcare sector
- How do geopolitical tensions influence investment decisions?
- What’s your outlook for the second half of 2024?
Learn more on fundcalibre.com
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.
328 episodes
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