Its an US election year, global tensions are on the rise and inflationary pressures are being felt across the board.
As we enter 2024, to help navigate the year ahead, Fund Selector Asia is delighted to present the Investment Outlooks from some key fund houses operating in the region.
Find out more about how our partners see 2024 playing out below.
Read and watch our thoughts from an equities, fixed income, alternatives and Responsible Investment point of view, and see what our Global CIO thinks might happen and where there may be opportunities.
Market GPS is our 2024 investment outlook, sharing actionable insights for the year ahead. Explore market expectations and macro drivers, portfolio positioning trends, and asset class views from our experts.
A radical reset in borrowing costs has changed the rules of the game for investors. Explore our global and emerging market outlooks and hear our portfolio managers discuss what this shift in market regime means for investors.
The global economy faced a high degree of difficulty in 2023, but it earned high marks. Defying gravity, growth has continued and labor markets have remained strong. Even amid this resilience, inflation has fallen significantly.
Markets face a reckoning in the outlook for 2024 as the era of synchronized growth comes to an end. Parts of the global economy that were expected to power global growth have stalled out.
2024 Emerging market fixed income outlook: Back with a vengeance. Upon entering a New Year, we find ourselves in a somewhat similar market situation as the end of last year, still hoping for better times for…
