In this episode, host Aden Wilkins speaks with Capital Partners founder David Andrew about what investors can expect from financial markets in 2024. They discuss the major events of 2023, including China relaxing COVID restrictions, bank problems in the US, and strong returns in global equity markets by the end of the year.
David and Aden analyse the performance of different asset classes in 2023 and look at sub-asset classes like value stocks. Get their insights on whether 2024 could continue the market recovery or bring new economic challenges.
0:00-1:00 Introduction and welcome
1:00-1:53 Global market declines in 2022 setting the stage for uncertainty in 2023
1:53-4:33 The Bloomberg article