Outlook 2024: For Cocos, finding roses amongst thorns

Roses

Luca Evangelisti explains how CoCos came through a turbulent 2023 and why he thinks they represent an attractive opportunity for selective investors.

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: ‘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.

Outlook 2024: Asia Pacific – A two-way pull for stock markets?

globe image earth

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?

Broken glass

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.

Outlook 2024: Scaling a wall in high yield credit

Rock climber

Adam Darling discusses the yields on offer in high yield credit, why some companies may struggle with debt funding costs and the implications of an upcoming  maturity “wall.’’