297. From Goldilocks to recession: the polarising outlook for 2024

<p>James Mee, co-head of multi-asset strategies and manager of the Waverton Multi-Asset Income fund, dives into the current economic landscape, exploring the likelihood of a recession and the factors influencing global markets. Giving an update on fund positioning and allocation across equities, fixed income, and alternative investments we touch on technology, Europe, inflation, interest rates and real assets in the portfolio. Out discussion concludes with a discussion on the role of cash in the current environment and the impact of de-globalisation on investment decisions.<br/><br/><b>What’s covered in this episode: </b></p>How likely is recession thi...