

All Into Account: 2024 Year Ahead Outlook
Dec 18, 2023
Thomas Salopek, Head of Cross Asset Strategy, and Marko Kolanovic, Chief Global Markets Strategist, along with other analysts, discuss the outlook for 2024, including topics such as the impact of reopening in China, potential economic slowdown, skepticism towards inflation decline, underperformance of active investors, bullish outlook on Japan, and investment recommendations such as gold and silver.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Analysis of Equity Multiples, Credit Spreads, and the Global Economic Outlook
03:25 • 4min
Forces Supporting Growth and Skepticism Regarding Inflation and Central Banks
07:18 • 5min
Current Market Conditions and Narrow Leadership
12:39 • 11min
European Banks, Japan, and Currencies
23:18 • 19min
Outlook for Credit Markets in 2024
41:51 • 13min
2024 Asset Class Outlook and Investment Recommendations
54:43 • 16min