Co-Portfolio Manager, Ian Lance, who heads the Redwheel UK Value & Income team with Co-Portfolio Manager Nick Purves, recently recorded a film in which he articulates some of his expectations for 2024.
Among other things, Ian explains why he believes value investing looks poised for a comeback in 2024, and predicts another year of reversion back to an economic cycle of normalised inflation and interest rates, after the decade of exceptional policy and quantitative easing. He considers these to be conditions that could be favourable to the value style of investing, over other styles such as growth or quality.
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