It is difficult to pick the resulting market outcome from any election.
Mega cap tech stocks led the way in 2023, but market performance widened in the final two months.
Jacob Mitchell of Antipodes Partners and AJ Bell’s Ryan Hughes give their thoughts on inflation and which assets they are most excited about for 2023.
Battery metals; Ninety-One looks at the big picture; Bank of America’s Singapore job blitz; Cautious, not bearish; Netflix’s fangs; Ark versus Nasdaq; advertising from Vontobel, and much more.
Its influence is growing but diversification remains vital, says one investment manager.