What investors need to know for 2024

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Inflation usually lags growth, but in the current cycle the effects have been immediate and enormous. Looking ahead, inflation should continue to fall closer to the comfort zone of central banks. We expect the first rate cuts to happen in the second quarter of this year, which would mark the beginning of a new economic cycle. What opportunities does this new cycle bring for investors?
Our Market Outlook aims to help you navigate through this year’s investment environment. Our key takeaways for investors:
Fixed income
Our key message in fixed income is simple: now could be the time to lock in the higher yields of high-quality issuers to benefit from them in the future.
Equities
After a slowdown in global growth in early 2024, we anticipate that growth will pick up again with a preference for US equities, favouring quality growth stocks.
Alternative investments
‘Relative value’ strategies and investment styles remain our top choice for 2024. Among other strategies we like, we think the time is ripe for ‘stressed/distressed credit’ on the back of some weaker companies coming under intense pressure due to high financing costs.
Read the article and download the full brochure: www.juliusbaer.com/en/insight...
CHAPTERS
00:00 What investors need to know for 2024
00:40 Why will US equities outshine this year?
2:00 Which sectors to look at
3:08 A new economic cycle
4:15 A look at fixed income
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About Julius Baer
Julius Baer is the international reference in wealth management, based on a solid Swiss heritage.
The story of Julius Baer began over 135 years ago with the vision of one man. In the 1890s the company’s founder and namesake, Julius Bär, established himself as a young and promising banker on Zurich’s famous Bahnhofstrasse.