Markets have rebounded in 2023, as deeper recession fears fast became a thing of the past. Hopes are growing for a softer economic landing, despite persistently hawkish central bank rhetoric.

Today we weigh the chances of a soft landing for the major western economies, boosted by the reopening of China. We also review our Tactical Asset Allocation in response to such buoyant markets.

Presented by Seamus Lyons CFA, Senior Investment Manager and Alex Burn CFA, Investment Oversight Lead. Hosted by Lorna Denny, Investment Specialist.