GoodReturns

Coming into land in 2024

Coming into land in 2024

For most of the past two years, investors in all asset classes, certainly not just equities, have been wondering what sort of landing we would experience. In my opinion, the jet plane analogy is a very apt way of thinking about the state of the global economy.

Castle Point Funds Management

Sun, Dec 31st 2023 04:03PM

Three risks we are thinking about for 2024

Three risks we are thinking about for 2024

Animal spirits - global stock markets have closed out their best month in several years, but can the rally continue?

Animal spirits - global stock markets have closed out their best month in several years, but can the rally continue?

ChatGPT, the Magnificent Seven, Ozempic, and Higher-for-longer

ChatGPT, the Magnificent Seven, Ozempic, and Higher-for-longer

Harbour Outlook: Economic Crosscurrents

Harbour Outlook: Economic Crosscurrents

Are equity markets due for a strong finish this year?

Are equity markets due for a strong finish this year?

Case Study: Comvita – Climate action leaders to watch

Case Study: Comvita – Climate action leaders to watch

The Bond market gives investors a High Five

The Bond market gives investors a High Five

Harbour Investment Outlook: Higher for longer, but how much longer?

Harbour Investment Outlook: Higher for longer, but how much longer?

Insync uncovers flaws in passive versus active debate

Insync uncovers flaws in passive versus active debate

Diversification - Markowitz’s greatest gift

Diversification - Markowitz’s greatest gift

A better quarter in store?

A better quarter in store?

Acceleration of innovation now spells danger for investors

Acceleration of innovation now spells danger for investors

Contrasting, but productive, times

Contrasting, but productive, times

Harbour Investment Outlook: Past the winter solstice, but is it spring yet?

Harbour Investment Outlook: Past the winter solstice, but is it spring yet?

The AI revolution - what's next for the financial services industry?

The AI revolution - what's next for the financial services industry?

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