2023 was a financial rollercoaster that kept investors on the edge of their seats. Think of it as a Hollywood blockbuster with nail-biting suspense, unexpected twists, but, thankfully, a feel-good finale which investors will talk about for a long time. After a bruising 2022, markets bounced back like a resilient hero in 2023 determined to reclaim their glory. A strong dollar added fuel to the fire, boosting local returns for investors.
We dissect the key macro scenes of 2023’s financial drama, uncover the hidden motivations of the market movers and shakers, and explore the potential plot twists that await in 2024 later in this newsletter.