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THE STREET VIEW

The Street View is our quarterly insight, featuring content curated by professionals across our global regions and investment sectors.

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Turning the page - December 2023

In this edition of The Street View, Ewen Cameron Watt and Dr. Joonas Taras look forward into 2024 and preview the investment, geopolitical and economic backdrop of global markets. We revisit the Actis Atlas, our system for classifying countries as investment destinations and review the success of this framework we introduced in mid-2023.

We have called this edition of The Street View, ‘Turning the Page’. We think there is more than merely changing the calendar date - importantly nominal interest rates and inflation appear in most places to have peaked. And that reality along with the excellent investment performance Actis has delivered makes us more optimistic as we exit 2023.

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