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This is a section of our 2024 Investment Outlook, where specialists from across our investment platform share insights on the economic and market forces that we expect to influence portfolios in the year to come.
Markets ended 2023 in an upbeat mood, buoyed by good news on inflation and the prospect of significant rate cuts. Will the high expectations be met in 2024 or should investors prepare for disappointment and volatility? We offer views from members of iStrat, our Investment Strategy & Solutions Group. They share their views on equity, fixed income, and commodities markets and provide three ideas for navigating the volatile reality they anticipate in 2024 and beyond.
Outlook contents
Fork in the road: Slowdown or reacceleration ahead?
Markets seem to expect a much smoother ride in 2024, but are they too optimistic? Members of our Investment Strategy & Solutions Group offer their macro and market outlook, including their latest views on equities, bonds, and commodities.
Navigating a volatile reality: three ideas for 2024 and beyond
2023 saw investors grapple with a new, more volatile reality. How should portfolios be positioned for opportunities and challenges in 2024?
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Experts
