Quarterly Investment Reports for Q4 2023

Screenshot of Parmenion Quarterly Investment Pack and Investment Quarterly title pages
For financial professionals only

Our latest Quarterly Investment Reports highlight a strong final quarter.

As economies are generally holding up better than expected, inflation also continued to fall, providing welcome relief to both bond and equity markets. While the economic outlook remains relatively uncertain, the moderation in inflation means central banks may be able to reduce interest rates in the year ahead.

The improvement in interest rate expectations created a positive environment for most asset classes in Q4, with falling bond yields leading to meaningful capital appreciation. It was also a positive quarter for the equity market, particularly those with increased interest rate sensitivity.

We enter 2024 on a more positive footing, but continue to underline the importance of diversification as a way to navigate any potential economic challenges.

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Join Patrick Ingram, Peter Dalgliesh and Harry Garrett  on 24th January at 11am for the story behind the figures for the last quarter.

If you'd like to discuss our reports in more detail, please get in touch with your Regional Sales Manager. 

This article is for financial professionals only. Any information contained within is of a general nature and should not be construed as a form of personal recommendation or financial advice. Nor is the information to be considered an offer or solicitation to deal in any financial instrument or to engage in any investment service or activity.

Parmenion accepts no duty of care or liability for loss arising from any person acting, or refraining from acting, as a result of any information contained within this article. All investment carries risk. The value of investments, and the income from them, can go down as well as up and investors may get back less than they put in. Past performance is not a reliable indicator of future returns.  

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