Walter Scott client investment manager Murdo MacLean provides an outlook of some of the key forces likely to shape global equity markets in the year ahead.
Key points:
- A rekindling of inflationary pressures cannot be ruled out.
- The monetary loosening narrative is likely to remain at play.
- When it comes to artificial intelligence, the market’s gaze may broaden beyond the large technology players.
- The influence of geopolitics will stay front and centre.
- Key for Walter Scott in this environment is the ability of companies to deliver earnings growth.
