'The year of recession which never happened': 2023 in review
The past year has seen an AI-driven tech surge and rising bond yields as markets grapple with rising rates, high inflation and geopolitics.This week David Thorpe, investment editor on FTAdviser, is joined by Richard Saldanha, global equity fund manager at Aviva Investors, Mark Preskett, portfolio manager at Morningstar, and Guy Foster, chief strategist at Brewin Dolphin, to reflect on the past year in markets and look forward to 2024.They discuss the concentration of the US stock market around a few tech stocks, the role of UK equities, whether now is a time for investors to focus on quality…
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