What’s priced into equity markets? Should we expect a default cycle to play out? Can global economies continue to remain desynchronized?
Hear from our Head of Core Equities, Jay Welles, and Managing Director of Fixed Income, Marc Bushallow, on our outlook for the year ahead, opportunities we’re looking for, and areas of caution – all from macro, fixed income, and equities perspectives.
2024 Outlook:
Growing (with the) Pains
Cracks in the economy, valuations pricing in strong earnings growth, and fixed income giving stocks competition – what can investors expect in 2024? Download our 2024 Outlook for our commentary on the year ahead along with insight into how we’re actively managing our multi-asset class portfolios.
