The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

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Investment Update

Q1 2024
12 Jan 2024

In our latest Investment Update, we explore the meaning of being prepared for the unexpected.

Undoubtedly, we can all think of unexpected events in life to which we wish we’d reacted differently. Perhaps our reaction would have been quicker, or different altogether, with a bit of preparation or more experience.

In investments, preparation is the secret of success.

In 2023, investors faced a conundrum. After all, they underwent a year of fast-rising interest rates, saw some of the highest inflation levels seen in recent years, at a time existing geopolitical conflicts continued and new ones emerged, affecting most of the globe.

In the equity markets, the growth of a small number of US stocks (think Magnificent 7) continued to offer challenges to those focusing on diversification.

It is impossible to predict what year 2024 will throw at markets, or investors, or people. But what is important to remember is there is no perfect investment portfolio. All we can do is look at what has happened, take note of the valuable lessons, and then translate them into investment decisions that will enable our portfolio to grow in every environment.

That way, investors can sleep soundly, regardless of where the tide leads them.

But diversification isn’t about prediction. It’s not about investing in the perfect portfolio. It’s about investing in such a way that investors can sleep soundly, regardless of what’s happening.”

Martyn Surguy, Chief Investment Officer

To read more about our views on the current environment and the changes we are making to portfolios from the Investment Management team, please see below for our latest investment update.

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