Investment Focus
Magazine

ISSUE 30 – WINTER 2023/24

Politics takes centre stage

Our central feature for this edition focuses on a busy electoral year as three of our portfolio managers cover different topics shaping the political climate and investment markets. With artificial intelligence (AI) scarcely out of the news we also explore how AI is positioned as the fourth wave of technological disruption. Elsewhere, we look at the possible path for bond yields, the prospects for an economic soft landing, the drivers of dividend growth and explore global investment themes within sustainable and European equities.

Download the latest edition of the Investment Focus Magazine