Investment Strategies and Outlook for 2024

The speakers discuss their reflections on the investment environment in 2023 and how it is shaping their perspective for 2024, including expectations of a bumpy landing and potential easing of central banks. They highlight investment options such as longer duration fixed income and emerging market debt, as well as the potential of China and Asian emerging markets. The chapter also touches on the performance and investing in banks for 2024, with a focus on the positive impact of the Fed raising rates on risk in the banking sector.

Transcript

Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.