After the painful normalisation of interest rates in 2022, bond markets seemed to offer reasonable value and, despite tighter monetary policy and the threat of recession, company profits proved resilient
ARC Research
05 January 2024, Chris Curtis
Private Client Portfolios Repair Some Damage
by Tom Burroughes in WealthBriefing
Not all of the damage inflicted in 2022 appears to have been repaired, but rising markets in 2023 have partly erased (some) of the pain.
ARC Research