Tectonic Shifts Create New Opportunities
The global economy has experienced major shifts in the past few years, and investors will need to keep pace with ongoing change. Economic indicators are distorted, and fixed income markets are vastly different. Equity markets have become highly concentrated but may offer new opportunities for investors willing to taking a broader view. Attentive investors can find reasons for caution, but optimism heading into 2024.
2024 Australia Market Outlook
2024 China Market Outlook
Three Themes to Watch in 2024
Economics
Navigating Macroeconomic Fog
Key global economies—the U.S. economy in particular—have demonstrated surprising resilience to higher interest rates. But headwinds are likely to mount in 2024. Read more...
Fixed Income
Rethinking Fixed Income
We think the Fed will be slower to cut rates in 2024 than markets seem to expect. High yield and shorter‑term investment‑grade corporate bonds could offer opportunities. Read more...
Equity
Broadening Equity Horizons
Equity investors will need to cast wider nets in 2024. We see opportunities in Japan, emerging markets, health care, and artificial intelligence. Read more...
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