35309
January 2024
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.