Gresham House
Specialist asset management
After a decade of US outperformance, investors are rebalancing away from the region and into areas that have been capital... Read more 3w
January 2024
January 2024
2024 – A year of transition
Despite margins remaining elevated going into 2024, there is little material excess in the economy that would result in a deep recession. The team predict that this cycle will be different from the last as inflation and rates will be more volatile whilst they expect real economy stocks, value equities and smaller companies to outshine the mega caps.
Join Derek Heffernan, Kuda Damba, Kathryn Hannon in our latest webinar as they outline the key macroeconomic trends and investment opportunities expected to drive financial markets through 2024 and over the next cycle.
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