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.

Marko Kolanovic, former JP Morgan Chief Market Strategist, shares his expert insights on high market valuations and the potential for geopolitical shocks. He discusses how recent tensions in Ukraine, the Middle East, and U.S.-China relations could impact investment strategies. Kolanovic also delves into the role of AI in investments, weighing its benefits against associated risks. The conversation highlights the influence of major tech stocks on the market and suggests a cautious approach amid ongoing economic and geopolitical uncertainties.

Marko Kolanovic, former chief market strategist at JPMorgan Chase & Co., is back in the spotlight discussing pressing economic issues. He highlights rising recession fears as markets display turbulence. Kolanovic also dives into the implications of a potential antitrust breakup of Google, following a pivotal court ruling. On the geopolitical front, he analyzes Ukraine’s military strategies amid escalating tensions with Russia. Additionally, he touches on UBS’s impressive financial results and the shifting dynamics in wealth management.