Welcome to the latest edition of the 4 Shires Investment Commentary for Winter 2023, now available to view and download here.
Our highly regarded Quarterly Investment Commentary Report provides detailed information on current topics and market activity.
In this edition, we focus on the latest market developments including:
- Is it time to buy into cyclical recovery?
- Labour Markets
- Defence – Huge investment needed to supply Ukraine & NATO
- China US relations
- Japanese new central bank president
- National indebtedness & rising tax
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Risk Disclaimer: The value of investments and the income you get from them may fall as well as rise, and there is no certainty that you will get back the amount of your original investment. You should also be aware that past performance may not be a reliable guide to future performance. This document is not intended as investment advice. Any security mentioned in this commentary is for information purposes only and is not a recommendation to buy. 4 Shires, its clients and its staff may own some of the investments that we mention in this report.