Our investment strategy for September 2023

In this podcast, we will summarise some of the key economic and financial events over the past couple of months and discuss some investment ideas. 

·         Can the US economy’s healthy pace of growth continue into 2024?

·         With inflation waning in most developed countries, can we assume that central banks have almost finished raising their reference interest rates?

·         Why is now a good time to buy government bonds in the US, particularly inflation-linked bonds?

·         If the Federal Reserve has finished raising interest rates, could the US dollar weaken further over the next few months?

·         Was the small consolidation in US and European stocks in August typical seasonal summer weakness?

·         What sector in stocks do you favour at present? 

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