Business:Investing
Market Outlook 2024 – The start of a new cycle
2024-01-17
After global inflation and growth rates finally slowed down in 2023, what should investors expect for 2024?
In this episode of the Beyond Markets podcast ‘Market Outlook 2024 – the start of a new cycle’, Christian Gattiker, Head of Research, and Mark Matthews, Head of Research Asia, talk to Bernadette Anderko, Investment Writer about the current and expected market environment as the new economic cycle unfolds, and what opportunities this should present.
00:33 Introduction
01:16 When will rate cuts begin?
03:22 Global growth and inflation expectations for 2024
04:29 A soft landing is expected
05:43 Risks from China
09:04 Our key calls for 2024
13:27 Fixed income in focus
16:38 Emerging markets bond recommendations
19:27 Developed market equities- Quality growth and a defensive tilt
23:25 Add cyclicals in anticipation of the new cycle
24:29 Japanese equities
27:44 Swiss assets
29:39 Commodities
31:23 US election year
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