Outlooks 2024: Part III
Here is what investors should expect from the next year…
The New Year is around the corner. Investors are re-evaluating their portfolios and assessing the macroeconomic landscape to decide how to position their assets going forward. Here are some of the latest 2024 outlook pieces from global asset managers and international institutions to help investors make better informed allocation decisions.
2024 Outlook: Goldilocks Period Or Not? (Robeco)
Next year will likely see stagnant G7 economies as high real rates start to dent real activity, exhausting consumer spending power and crowding out corporate investments.
2024 Investment Outlook (Amundi)
For compliance reasons, this paper is NOT accessible in the United States
What can allocators expect from financial markets going forward? Will the macroeconomic picture change for the better? This report offers interesting answers.
Global Real Estate Outlook 2024 (M&G Investments)
For compliance reasons, this paper is only accessible in certain geographies
With ongoing inflationary pressures and other headwinds buffeting the global economy, what are the growth prospects for real estate going forward?
Annual Outlook 2024 (Northern Trust Asset Management)
Global economies are changing fast. The forces underpinning growth are being transformed. Where can high returns be found in the year ahead?
Global Economic Outlook 2024 (Wellington Management)
In this outlook, investors can explore opportunities and risks created by intensifying macro regime change and continued geopolitical uncertainty.
What’s The Outlook For Convertible Bonds In 2024? (Lombard Odier IM)
For compliance reasons, this paper is only accessible in certain geographies
Convertible bond strategies could be more defensive than a 40/60 multi-asset strategy in a recessionary scenario. Is an economic downturn around the corner?
2024 Markets and Investment Outlooks (Deloitte)
Explore a range of 2024 outlooks on topics such as the investment industry, capital markets, the insurance industry, and commercial real estate, among other sectors.
Market Outlook 2024 (Natixis IM)
For compliance reasons, this paper is only accessible in certain geographies
Financial markets are entering in a new regime. In 2024 this journey will continue. Should investors expect more of the same?
