Interest rates, the best it gets. It' time to deploy cash
By Roger Montgomery
In the ever-changing landscape of financial markets, 2023 defied expectations, with highly anticipated recessions in Australia and the U. S. failing to materialise. But the macroeconomic insights of Gavekal Research, from all the way back to 1978 – that innovative growth stocks with pricing power do well amid disinflation and positive economic growth –, has proven consistently prescient.