Can the U.S. economy survive higher interest rates?
Capital Ideas Podcast
Global Economic Analysis and Asset Allocation Insights
The chapter delves into the discussions and outlook of the fixed income team and economists at a biannual gathering to analyze global markets, emphasizing the divergent economic growth among countries and the strength of US companies. Asset allocation strategies across different markets are explored, focusing on valuation in relation to inflation and growth expectations, particularly highlighting opportunities in emerging markets. Capital market assumptions for 2024 are discussed, noting changes in equity and fixed income expectations, and presenting potential investment opportunities in various sectors and markets.
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