Outlook 2024: Three ideas for fixed income investors
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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
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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’
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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
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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
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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?
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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?
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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?
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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
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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.’’
Gold Outlook: A Looming Paradigm Shift in Monetary Risk-Free Assets
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Ned Naylor-Leyland explains how amidst a global shift away from fiat currencies, gold is poised to re-emerge as the ultimate risk-free asset, signaling a paradigm shift in monetary risk perception.