Early this year, we published our 2023 strategy presentation. We argued that the system had significantly changed as rates were increased dramatically in 2022 and into 2023, and investors require a different approach to investing. Central banks around the world continued their rate hikes in 2023, as we expected, but now we are asking ourselves a different question. While the speed of rate hikes is of historical proportions, the market is still expecting cuts next year. This is where we disagree and present our case for rates remaining elevated for longer. Take an in-depth look at our new strategy piece by clicking here.