1) Policies in China need to become more transparent for it to become attractive for investors again
2) Emerging markets to benefit from the peak in interest rates and expected to perform in the second half of the year.
3) Not particularly keen on UK markets, with more transparency needed from the government and poor economic performance. Possibility to reconsider in the coming 12 months, with a new government in place.
4) The trademark 60/40 portfolio is set to perform in 2023, as returns from fixed-income securities improve.
Listen to the full interview on Bloomberg: https://lnkd.in/g3kjjM7V
Risk management goes hand in hand with your wealth-building journey at Javelin and we help you find the right balance by constantly identifying global trends to provide up-to-date advice.
Looking to start on your long-term wealth management journey? Contact us for a personal consultation.