The Evelyn Partners Investment Podcast: Why could equities outperform bonds?

1 Evelyn Partners Investment Podcast WEB 1920X1080 Jan 24
Published: 11 Jan 2024 Updated: 11 Jan 2024
Savings and investments IFAs

Find out how the global economy escaped a sharp downturn in 2023. Discover how labour markets, spending and borrowing have set equities up to outperform bonds.

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Episode overview

Pessimists were proved wrong in 2023 as stocks rallied and the global economy escaped a sharp downturn. Equities are set to outperform bonds, boosted by company sales growth and elevated profits.

The backdrop for bonds is also positive as central banks are expected to cut interest rates, which should lead to higher bond prices.

Last year the S&P 500 was dramatically lifted by the performance of the ‘Magnificent Seven’, consisting of tech companies like Microsoft and Alphabet. This year the US market could broaden out beyond artificial intelligence-led stocks to unloved areas like energy and small caps if a recession is avoided.

The value of an investment may go down as well as up and you may get back less than you originally invested.

Past performance is not a guide to future performance.