The Green Line: a graph to explain the strategy position, once a month from
By Jasmine Yeo, Fund Manager 18.01.2024

The market is showing increasing signs of investor certainty. Inflation is being crushed and, once at target, will stay there over the years ahead – that’s the message from the bond market and breakevens. Recession has been avoided, and corporate earnings will continue to grow – that’s the message from the equity market and risk premiums.