What experts investors at the London Stock Exchange took away from 2023 🤔 #markets #investing

233 was a year of a recession that never came, interest rates that went up far more than

anyone was expecting, and a bond market which was frankly went from euphoria to panic and

back again. So it was an exciting year for fixed income. It's been a tough year with a lot of volatility but it looks like interest rates have peaked

and inflation probably is on the way down and therefore we're going to see a downward trend

for interest rates. That is good for markets. Ultimately we have increased interest rates

there's going to be a sort of lagging effect of that. So whilst we may get interest rate cuts next year

particularly you're going to see more profit warnings, companies get into financial difficulties, some of the zombie companies are going bust

I think it's going to be a pretty uncomfortable world. But most particularly, I think what you will see

is capital intensive businesses start to do better. So already the Putsi 100 has already been pretty much the best

before we start market since September 2020, outperformed by the US just recently

but generally it's right there