After a bumpy start to the year for the gilt market, is a repeat of 2022 on the cards?

After a bumpy start to the year for the gilt market, is a repeat of 2022 on the cards?
Active funds have suffered underperformance and investor outflows.
Commentators believe ‘systemic risks to the market are low’.
The changing outlook for a handful of large caps could be a gamechanger for often overlooked active funds.
The precious metal has lagged gold significantly in recent months.
It is difficult to pick the resulting market outcome from any election.
Mega cap tech stocks led the way in 2023, but market performance widened in the final two months.
Jacob Mitchell of Antipodes Partners and AJ Bell’s Ryan Hughes give their thoughts on inflation and which assets they are most excited about for 2023.
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Its influence is growing but diversification remains vital, says one investment manager.
Part of the Mark Allen Group.