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All Into Account: 2024 Year Ahead Outlook

All into Account

CHAPTER

2024 Asset Class Outlook and Investment Recommendations

The speakers discuss their outlook on different asset classes for 2024, including their overweight position on EM effects and neutrality on local currency bonds. They recommend gold and silver as top investment choices, and discuss the potential impact of the Fed cutting cycle and the European natural gas market. The chapter also covers expected price averages for natural gas, copper, and aluminum, as well as the long-term risks of de-globalization, de-dollarization, and decarbonization.

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