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  • Writer's pictureDon Valdez

Investment Team Update 29/12/2023


The final week of 2023 proved to be brief due to the Christmas holiday celebrations, nevertheless, our investment team remained diligently occupied. We’ve concluded the composition of our quarterly newsletter, slated to reach our clients in the initial week of January.


During the week, James and I also convened for a brief meeting to deliberate our objectives and strategies for the upcoming year, 2024. 2023 has been a challenging year with rising interest rates and sadly unresolved conflicts in Europe and the Middle East. Towards the end of the year we however saw indications that US rates have peaked and will fall in 2024.

A changing environment with regards to US rates will be supportive for both Bonds and Equities. Over the last few weeks we have done a podcast with one of our key fund managers about the outlook for 2024. We have also just done a podcast for those looking to review their finances and make changes in 2024.



To our clients thanks for your support and trust during 2023 and we look forward to strengthening our relationship with you in 2024.


As the world and the financial markets change rapidly please reach out to us and arrange a call with your advisor so we can make sure you remain on track to achieve your financial goals.

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