In the latest episode of the Ravenscroft podcast, we dive into the global economic landscape and touch on the main themes from our recent round table discussion.
Ben Byrom, Kevin Boscher and Bob Tannahill discuss the key points regarding the macroeconomic outlook and how this impacts our multi-manager and direct equity strategies.
Together the three try to unpack some of the big questions facing markets: Is the dominance of U.S. markets and the mega-cap stocks sustainable? Where does AI fit in the investment landscape and who stands to benefit? And with inflation shifts and interest rate cuts, what’s the 2024 outlook for investors?
Despite ongoing uncertainty, the overall outlook is largely optimistic. Ben, Kevin, and Bob discuss the opportunities this presents and how Ravenscroft is positioning portfolios to benefit from this.
