Videos & Podcasts

Investment Outlook

2023 Review and 2024 Outlook

As at 15 January 2024

In this update, Helen Roughsedge, Investment Director, discuss:

  1. What the primary drivers of Fulcrum’s performance were in 2023
  2. The challenges that arose during the course of the year
  3. The extent to which Fulcrum’s central views changed during 2023
  4. The positioning of the portfolio going into 2024
  5. The key themes that Fulcrum hopes will contribute to returns going forward
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This content is provided for informational purposes and is directed at an investor as defined in Directive 2011/61/EU (AIFMD) and Directive 2014/65/EU (MiFID II) Annex II Section I or Section II or an investor with an equivalent status as defined by your local jurisdiction. It is not intended for retail clients. Information provided does not constitute investment advice and should not be relied upon as a basis for investment decisions. It has been produced as thought leadership which represents our intellectual property. Reproduction of this material in whole or in part is strictly prohibited without prior written permission of Fulcrum Asset Management LLP. Copyright © Fulcrum Asset Management LLP 2024. All rights reserved.

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