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Q1 2024

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Investment Trends in Focus Quarterly Roundtable Q1 2024

Ashley Lester and team help investors find the connections between — and evaluate the risks and potential opportunities of — AI, geopolitics and the effects of climate change, as well as the growing importance of private capital and continued influence of monetary policy.

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  • Adapting to the New Normal

    Markets seem to be priced for a soft landing, in which inflation returns closer to target levels and recession is avoided. We also consider two potential downside-risk scenarios: a hard landing and a resurgence of inflation.

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  • Fixed Income Markets in Focus: Bonds in 2024 – A New Paradigm?

    Hear Andy Sparks, managing director and head of portfolio-management research at MSCI, discuss recent trends in fixed-income markets, including inflation and rate hikes, the impact of an escalating conflict in the Middle East and how to evaluate bonds vs equities in the context of recent events.

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