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Apr
16 2024 |
The World Is Overweight U.S. Assets |
The investment outlook comes down to only a few remaining crucial variables to return to something more normal. Our experts share their views on how these key factors may impact asset markets in 2024.
Macroeconomic Outlook
A Tipping Point
Francis A. Scotland
Developed Markets Fixed Income Outlook
The Year of the Coupon+
Jack P. McIntyre, CFA
Global Currencies Outlook
Policy and Growth Differences Drive Currency Performance
Anujeet Sareen, CFA
Emerging Markets Outlook
Opportunities in Local Markets with High Nominal and Real Yields
Michael Arno, CFA
Investment Grade Credit Outlook
Constructive Entry Point for Total Return
Brian L. Kloss, JD, CPA
High Yield Credit Outlook
Favorable Dynamics Persist
Bill Zox, CFA | John McClain, CFA
Structured Credit Outlook
A Tale of Three Sectors
Tracy Chen, CFA, CAIA
Global Equities Outlook
Different Rate Cycles Create Opportunities
James J. Clarke | Sorin Roibu, CFA
U.S. Equities Outlook
Market Weakness and Patience Point to Opportunities
Patrick S. Kaser, CFA
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