2023: A TALE OF TWO HALVES

APAC Investment Strategy and Product Solutions – Jan 2024

Roller coaster
Roller coaster

FLOW & TELL

2023 was a volatile year, reflecting heightened uncertainty. Mega-cap tech stocks drove S&P 500 gains, while China stocks tanked. Looking ahead, markets are pricing for a moderate economic slowdown with central banks coming to the rescue. Active portfolio management with index and alpha-seeking strategies may derive greater rewards for investors.