8th January 2024 | | in Financial Planning

Happy New Year!
This note is our now regular piece 'Looking backwards and forwards', which provides an overview of how major asset classes have performed in 2023, and trying to place 2024 in perspective. We compare 2023 to 2022 as well as providing 3-year cumulative asset class returns which are strongly positive in aggregate.
Despite the troubles and uncertainties in the world, there are some pretty wonderful pieces of evidence of the world's collective progress in many areas, which help act as a counterbalance to the doom and gloom that overwhelms the daily news. We hope you find it of interest.