2022 was a bruising year for investors, the pandemic continued to cause disruption to demand and supply dynamics, there was the unforgiveable invasion of Ukraine and central bankers tightened monetary conditions at an unprecedented rate. These factors sent shockwaves through global markets and there were simply very few places to hide. But what does 2023 hold for us? Are there reasons to be more cheerful? We think so, and explaining to Paul why we can be more positive this year is Simon King, Chief Investment Officer at Vermeer Partners. www.vermeerllp.com

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