Quarterly insurance update Q4 2023

This is the Quarter 4 2023 investment update designed for insurers and produced by Royal London Asset Management. The third quarter was characterised by mixed data around the world, with central banks coming towards the end of their rate hiking path, but with cuts still seemingly a while away.

The global economic picture is relatively more positive now than it was at the start of the year, but global growth is concerning again amid a disappointing bounce in China activity, slow-to-no growth in Europe, and against a backdrop of restrictive monetary policy. The US still looks at risk of recession too, even if activity data to date has been fairly robust.

In addition, reviews of the regulatory frameworks within both Europe and the UK have continued to progress.

Read in full: Quarterly insurance update Q4 2023

This is a financial promotion and is not investment advice. The views expressed are those of the author at the date of publication unless otherwise indicated, which are subject to change, and is not investment advice.