Outlook 2024: Better news for bonds but stay cautious
Mark Nash and Huw Davies say bond market stress has eased but expectations for rate cuts in 2024 are overly optimistic, and they argue for staying cautious.
Outlook 2024: Three ideas for fixed income investors
Matt Morgan says after a difficult period in fixed income markets, the macro environment has changed, and it’s time for investors to get off the sidelines. He offers three ideas.
Outlook 2024: Staying active and engaged in equities
Kiran Nandra says higher rates and inflation have changed the economic environment but there are plenty of reasons to be upbeat about equity investing and active fund management.
Outlook 2024: Better days ahead for convertibles?
Lee Manzi and Makeem Asif discuss the outlook for the convertible bond market heading into 2024 and why they believe the dynamics of the asset class are changing for the better.
Outlook 2024: ‘It’s the geopolitics, stupid’
In 2024, Vikram Aggarwal expects geopolitics to have a major influence. Fortunately, sovereign bond markets offer opportunities to hedge against such risks.
Outlook 2024: Three tips for investors looking to navigate uncertainty
Amadeo Alentorn (Investment Manager, Systematic Equities) suggests that common sense principles such as diversification should be prized over overconfidence in forecasting.
Outlook 2024: Financials – Opportunities throughout the cycle
Guy de Blonay discusses why he thinks the macroeconomic and market backdrop could improve for financials and financial technology stocks as 2024 progresses.
Cash is king, but for how long?
Valerio Angioni analyses the merits of switching to bonds from cash as we approach the peak of the current rate hiking cycle.
Outlook 2024: Asia Pacific – A two-way pull for stock markets?
What can we expect from Asia Pacific (ex Japan) equity markets in 2024? Jason Pidcock and Sam Konrad give their views and discuss where they’re finding opportunities.
Outlook 2024: Is the global economy on borrowed time?
Signs of fragility are emerging in the global economy, particularly developed countries, which could prompt central banks to be less hawkish, say Ariel Bezalel and Harry Richards.