Chief Investment Officer, Graham Bentley and Head of Collectives, David Morcher from Avellemy, come together to review market activity in 2023 and discuss what we might expect in 2024.

 In this video we discuss:

• The big stories of 2023, and how they differentiate from 2022
• Patience rewarded – Our Portfolio performance
• What to look out for in 2024 – the key areas that we think will matter for most investors.

We hope you find this review of 2023 and outlook for 2024 useful.

IMPORTANT INFORMATION

Please note that past performance is not a reliable indicator of future performance and may not be repeated. Investment involves risk.

The value of investments and the income from them may go down as well as up and investors may not get back any of the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rate changes may cause the value of overseas investments to rise or fall.

This communication is for information purposes only. Nothing in this communication constitutes financial, professional or investment advice or a personal recommendation. This communication should not be construed as a solicitation or an offer to buy or sell any securities or related financial instruments in any jurisdiction. No representation or warranty, either expressed or implied, is provided in relation to the accuracy, completeness or reliability of the information contained herein, nor is it intended to be a complete statement or summary of the securities, markets or developments referred to in the document. Any opinions expressed in this document are subject to change without notice and may differ or be contrary to opinions expressed by other business areas or companies within Avellemy Limited as a result of using different assumptions and criteria.

Performance of MPS portfolio shown is based on the models held on the Parmenion platform and may differ slightly across other platforms. The performance shown is assuming income is reinvested and is net of the Ongoing Charge Figure (OCF). It does not include any other charges, such as Platform or Adviser Charges. Deduction of these fees will impact on the performance shown.

Avellemy is not authorised to provide investment advice to individuals. It is important that clients take a medium to long term view when investing and are realistic about performance outcomes. If a client wishes to obtain financial advice as to whether an investment is suitable for their needs, they should consult an authorised Financial Adviser. Clients should ensure they have understood the contents of their Adviser’s suitability report before proceeding with any proposed investment.

This communication is issued by Avellemy Limited. Registered office: Ground Floor Reading Bridge House, George Street, Reading, England, RG1 8LS. Avellemy Limited is registered in England and Wales (number 8197347) and is authorised and regulated by the Financial Conduct Authority (FRN: 650245).