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Monthly Income monthly commentary - January 2024

Date: 27 February 2024

UK: Suitable for retail and professional clients.

Monthly Income Portfolios monthly commentary

The recent pace of equity market gains slowed in January as markets took stock after a very strong fourth quarter of 2023. Global equities delivered a modest 0.7% return, with developed markets outperforming emerging markets. Despite a major earthquake, Japan was the top-performing regional equity market. It jumped 4.7% amid strong investment inflows. Meanwhile, China’s ongoing market rout helped pull emerging market equities down 4.5% with similar losses across Asian markets. Global bond markets gave up ground following a spectacular end to 2023, with UK gilts among the biggest casualties of the month.

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Helen Bradshaw

Portfolio Manager

CJ Cowan

Portfolio Manager


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