The Biggest Surprises of 2023: Taylor Swift's Impact and the Absence of a US Recession

2023 gave investors little reason to complain. Both global equities and bondsare likely to deliver positive returns and Goldilocks still reigns supreme. In this podcast, Colin Graham and Peter van der Welle discuss the cracks in the resilience of Western economies (and their consumers), a contrarian view on the soft-landing consensus, inflation, geopolitics … and Taylor Swift.