What are the prospects for US SMID equities in 2024?

After a bumpy 2023, small- and medium-sized US companies are now in a good place to outperform in 2024, argues fund manager Mark Sherlock.

We’re buying duration as these yields may not be around in a few years' time, say Kris Atkinson and Shamil Pankhania

The final two months of 2023 were among the strongest on record for global bonds and we expect this trend to continue well into the year says Aegon AM’s Alexander Pelteshki.

Fixed income markets are approaching an inflection point amid signs of easing inflation and expectations of lower rates. As the impact of tight monetary policy edges the domestic economy towards recession, UK fixed income portfolio managers Kris Atkinson and Shamil Pankhania discuss why high-quality credit looks increasingly attractive to cautious income seekers.

There have been two standout themes in global equities in 2023: the outperformance of US mega-cap tech stocks and the Japanese stock market. Will these trends continue in 2024?

T. Rowe Price's Chief European Economist, Tomasz Wieladek looks at why Europe must tread a fine line to avoid stagnation