

Rich Pickings: Outlook 2024 - Four ways forward
Nov 20, 2023
Guest
Steve Ellis
Guest
Neil Cable
Guest
Michael Curtis
Guest
Marty Dropkin
Guest
Jenn-Hui Tan
Guest
Anna Stupnytska
Steve Ellis, Marty Dropkin, Anna Stupnytska, Jenn-Hui Tan, Neil Cable, and Michael Curtis discuss Fidelity's investment outlook for 2024, exploring scenarios of tight monetary policy, soft landing, real estate shifts, sustainability, and the impact of high inflation rates. They also analyze the potential scenarios for China's economy and the importance of nature loss alongside climate change.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The Impact of Tight Monetary Policy and Loose Fiscal Policy on the US Economy
02:01 • 10min
Avoiding Highly-leveraged Consumer Credits and Exploring a Soft Landing Scenario
11:49 • 1min
The Possibility of a Soft Landing Scenario in the Economy
13:18 • 4min
Structural Shifts in Real Estate and Private Credit Markets
17:41 • 16min
The Importance of Nature Loss and the Evolving Alphabet Soup of Sustainability
33:23 • 5min
No Recession, High Inflation, and the Possibility of a Crash
38:00 • 17min