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Fidelity Answers: The Investment Podcast
Rich Pickings: Outlook 2024 - Four ways forward
Nov 20, 2023
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.
55:07
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Quick takeaways
- Short-dated credit and hard assets like commodities are reliable investment choices in the controlled stabilization scenario in China.
- Investing in inflation-linked bonds and cautioning against Japanese government bonds is recommended in light of potential policy changes in Japan.
Deep dives
Controlled stabilization and short-dated credit as a safe investment
In the 2024 outlook, the controlled stabilization scenario is seen as the base case for China, with measures aimed at stabilizing the property sector and boosting consumption. As a hot cake for all seasons, short-dated credit is a recommended option for investors. Additionally, hard assets such as commodities are suggested as a reliable investment choice to weather various scenarios.
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Discover
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