Newsletter – January 2024

It’s been an eventful start to the year. Tensions have been rising between Russia and Ukraine and central banks around the world are looking to increase interest rates.

This month we explore why the Middle East matters for global markets. How geopolitical tensions in the region can disrupt supply chains, influence oil prices, inflation, and economic stability worldwide.

This issue covers built-in ‘shock absorbers’ within your portfolio to cushion the effect of market volatility.

This issue covers the devastation caused by Cyclone Gabrielle underscores the importance of geographical diversification.

Our theme this month is Californian based Fisher Investments. As one of our specialist international investment managers, Fisher Investments play an important role in many of our funds, complementing our broader global equity exposures.

This issue covers the importance of being invested, through the highs and lows, over the longer term.