233. Where the investment opportunities lie for young and old in 2023

Darius McDermott and Juliet Schooling Latter offer their opinions on how we got to where we are today and where we should be looking in 2023. The list of topics they cover is extensive including inflation, bonds, emerging markets (with India as the star of the show) and continuing volatility for the equity markets. They then look at the interesting question of where they would invest £10,000 today, and furthermore, the differing investment approaches needed whether investing for growth or income in 2023.
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The end of the year brings a review of what Darius McDermott tells us has been a tough year for investors, where the name of the game was trying to lose less than anyone else. Both Darius and Juliet Schooling Latter offer their views on the current state of play, they discuss how the well-flagged recession might play out and its impact on the UK specifically, and conclude by offering their investment strategies for investing £10,000 for income and growth, unusually agreeing with each other.

What’s covered in this episode:

  • Key moments of 2022 and the impact on the markets
  • Why 2022 was a tough year for investors
  • Index-linked gilts, inflation-linked bonds, Trussnomics and an unloved UK
  • The surprising resilience of India
  • Why 2022 was an odd year for equities
  • Why bonds have now become an interesting asset class – again
  • Is it too early to invest in China again?
  • The implications of ‘the most expected recession ever’
  • What kind of recession is the world heading into?
  • How each would invest on behalf of an elderly relative …
  •  … and how each would invest their children’s Junior ISAs
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