Outlook 2024
Mid-cycle adjustment, not end-cycle crash
Download the full outlook
What should investors expect in 2024?
Two questions are likely to be on investors’ minds as we enter 2024 – can bonds shake off their losing streak and can equities maintain their momentum? We believe they both can. However, the prospect of better performance for bonds relative to equities is greater than in recent years. We look at what 2024 could mean for investors.
There will only be limited scope for rate cuts until there is evidence of easing labour market pressures.
Our Investment Institute external Advisory Committee members share their expertise on the macroeconomic and climate-related opportunities and challenges for the year ahead.
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