While 2023 created a challenging macro backdrop of stubborn inflation, heightened geopolitical tensions and sluggish growth, a year-end rally increased the prospect of a brighter 2024 economic outlook. David Lebovitz and Arjun Menon, Global Market Strategists, Multi-Asset Solutions, discuss their investment predictions for the coming year, including risks and opportunities across all sectors and asset classes.
Timestamps:
(00:00) Introduction
(0:50) Macroeconomic backdrop
(5:12) U.S. equities and corporate profits
(8:40) Margins
(12:15) Europe and Japan equities
(16:05) China and other Emerging Market equities
25 июл 2024
