Gold, tech and ESG bounce 支援する の中で 最高の,を越す 投資 主題s for 2024, says RBC Brewin イルカ

  • Smaller and 中央の-cap tech 在庫/株s could 利益 井戸/弁護士席 from 落ちるing 利益/興味 率s
  • Most 経済学者s 予報する central banks will begin cutting 利益/興味 率s in 2024

投資家s could 利益 from putting their money behind green 基金s and 科学(工学)技術 companies ahead of 心配するd 利益/興味 率 削減(する)s next year, によれば RBC Brewin イルカ.

Central banks in the UK, US and the Eurozone are 予測(する) to begin cutting 利益/興味 率s next year after 器具/実施するing 多重の 連続する 引き上げ(る)s over the past two years to temper inflationary 圧力s.?

The UK インフレーション 率 has already more than halved since late 2022 and is 推定する/予想するd to 落ちる closer to the Bank of England's 的 of 2 per cent next year.

Sustainability: Investors will benefit from putting their money behind green funds and technology firms should inflation and interest rates fall, RBC Brewin Dolphin has advised

Sustainability: 投資家s will 利益 from putting their money behind green 基金s and 科学(工学)技術 会社/堅いs should インフレーション and 利益/興味 率s 落ちる, RBC Brewin イルカ has advised

略奪する Burgeman, a 上級の inve stment 経営者/支配人 at wealth 経営者/支配人 RBC Brewin イルカ, 示唆するs four likely 傾向s for next year and the 基金s which stand to 利益.??

回復するing 人気 of green 基金s

環境の, social and governance 基金s were in vogue 事前の to and during the pandemic, but have 苦しむd a more difficult 2023.

投資家s have pulled billions of 続けざまに猛撃するs out of ESG 基金s this year as rising gilt 産する/生じるs made 社債s and cash more attractive, and 急に上がるing oil and gas prices 上げるd the likes of BP and 爆撃する.?

The 評判 of the ESG space has also come under 圧力 from 告訴,告発s of 産業 'greenwashing'.??

Burgeman also 公式文書,認めるd that some green 科学(工学)技術s were too 補助金-扶養家族, 主要な to 'unrealistic' valuations.

He said: 'There was 必然的に going to be some sort of 是正. But, a lot of that has been 紅潮/摘発するd out, and this segment of the market will be stronger for it.'

JLEN 環境の 資産s Group and?Schroder 全世界の Energy 移行 基金?所有する very diversified 大臣の地位s, with JLEN in fields 変化させるing from solar 世代 組織/基盤/下部構造 to anaerobic digestion and 殴打/砲列 貯蔵 施設s.

Smaller tech 在庫/株s 予定 a 回復する??

'Magnificent Seven' tech 在庫/株s Apple, Microsoft, Meta, アマゾン, Alphabet, Nvidia and Tesla have driven most 全世界の 公正,普通株主権 業績/成果 over the last year.??

The 残り/休憩(する) of the 科学(工学)技術 部門, however, has been いっそう少なく successful.

Smaller and 中央の-cap 在庫/株s are 一般に more 衝撃d by 利益/興味 率 rises as they tend to have 女性 balance sheets; for example, their 負債 支払い(額)s typically 構成する a greater 割合 of 収入s.

Safety: Though gold has little practical utility, Rob Burgeman notes it can act as 'a form of insurance policy and usually warrants a place in most people's portfolios'

Safety: Though gold has little practical 公共事業(料金)/有用性, 略奪する Burgeman 公式文書,認めるs it can 行為/法令/行動する as 'a form of 保険 政策 and usually 令状s a place in most people's 大臣の地位s'

But with 率s 始める,決める to 減少(する) this year, these 株 could 行う/開催する/段階 a healthy 復帰.

Burgeman said: 'Polar 資本/首都 科学(工学)技術 信用 has 幅の広い (危険などに)さらす to the largest 科学(工学)技術 商売/仕事s like Apple and Microsoft, 同様に as minor and major 会社/堅いs from other countries.

'Allianz 科学(工学)技術 信用 and Blackrock's Next 世代 科学(工学)技術 基金 have much of the same 投資s 所有するd by Polar 資本/首都.'

Burgeman additionally 示唆するd?iShares Nasdaq 100 ETF, but he 警告するd the 基金 is 潜在的に やめる volatile given that its 最高の,を越す five holdings 代表する about 40 per cent of the 索引.?

Small caps の近くに the gap on l arger peers??

Active 基金s have underperformed passive 基金s in 2023 as their 利益/興味 in 在庫/株s with higher long-称する,呼ぶ/期間/用語 growth 可能性のある often 除外するs large-cap companies.?

Burgeman said: Abrdn UK Smaller Companies, whose 最高の,を越す holdings 含む meat 生産者 Cranswick, 宣伝の 商品/売買する 会社/堅い 4IMPRINT Group and?ten-pin bowling specialist Hollywood Bowl.

For a more international reach, Burgeman advises iShares MSCI World Small Cap,?which gives people (危険などに)さらす to over 3,300 different small-cap 商売/仕事s across 多重の countries.

持つ/拘留する の上に gold as an '保険 政策'?

Gold recently 攻撃する,衝突する 記録,記録的な/記録する prices after 増加するing 意味ありげに since the pandemic started, as 経済的な 不確定 has encouraged 投資家s to park their money in safer 資産s.?

At the end of 2019, the metal was 価値(がある) $38,221 per キロ, since when it has risen to $50,934, によれば BullionVault.

Though gold has little practical 公共事業(料金)/有用性, Burgeman 公式文書,認めるs it can 行為/法令/行動する as 'a form of 保険 政策 and usually 令状s a place in most people's 大臣の地位s.'?

Burgeman said: 'Gold 鉱夫s have much stronger vo latility, so Burgeman 示唆するs 位置/汚点/見つけ出す 交流-貿易(する)d 基金s, such as iShares Physical Gold, Amundi Physical Gold and?WisdomTree Physical Gold.'?

The comments below have not been 穏健なd.

The 見解(をとる)s 表明するd in the contents above are those of our 使用者s and do not やむを得ず 反映する the 見解(をとる)s of MailOnline.

We are no longer 受託するing comments on this article.