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Market watch
In this week’s Market Watch Shamik Dhar reflects on two very different views of the world, only one of which will turn out to be right over the course of the year. So which view will it be?
Back to the future
After a knock-out 12 months for equity income, the higher inflation, higher interest-rate environment heralds a return of more ‘normal’ market conditions; a focus on fundamentals is back in vogue, explains Jon Bell, portfolio manager in Newton Investment Management’s global equity income team.
Our MarketEye blog
The power of infrastructure
Energy and old age may help fuel the fight against inflation. Newton’s Jim Lydotes says such long-term trends may be key opportunities in infrastructure investment in 2023.
Is there hope for the market in 2023?
After 2022’s financial market performance, one would be forgiven for thinking “2023 can’t be worse?” Read more to find out Shamik’s outlook
