The start of a new year is always a great time for investors to take stock, review their portfolios and ask: what’s next?

In this ten-minute video, Charlie Huggins discusses:

• The outlook for the economy and interest rates
• What worked and what didn’t for the Quality Shares Portfolio in 2023
• How he’s positioning the portfolio for 2024

Learn more: https://www.wealthclub.co.uk/charlie

IMPORTANT: This video is for experienced investors. It represents the views of the portfolio manager and is not a personal recommendation to buy, sell or hold shares in any company. The Quality Shares Portfolio is a concentrated portfolio of equities, capital is at risk. Investments can go down as well as up in value and past performance is not a guide to the future.

Some of the stocks mentioned in the video are denominated in USD so the return for UK investors will be affected by currency fluctuations.

Charlie holds shares in the companies mentioned and invests in the Quality Shares Portfolio. The Quality Shares Portfolio is managed by Charlie Huggins through our subsidiary, Wealth Club Asset Management. This video is original Wealth Club content.

00:00 Introduction
00:27 2023 review
01:20 Charlie's thoughts on how things are currently
02:57 Important themes: Artificial Intelligence
06:22 Important themes: Interest rates
07:00 Important themes: Acquisitions
07:25 Quality Shares Portfolio performance
08:54 Is destocking here to stay?
09:48 Key impressions for 2024