We are in the first stages of a dramatic regime change - from low inflation and ever declining interest rates to an investment landscape marked by greater economic volatility and the associated higher risk premia for holding assets.
Forecasting 2024 is challenging, with ongoing remarkable changes across economies and markets, combined with a year of political uncertainty ahead.
Against this backdrop, we offer four potential paths the world could take, each assigned with its own probability and asset allocation implications, mindful that good investing needs discipline, an open mind, and a preparedness to react to the facts as they change.
In addition, we provide standalone 2024 investment outlooks for Asia and on the outlook for ESG.
Discover where our experts believe the key areas of opportunity and risk lie across global financial markets in 2024.
