2024 has opened on a strong note. Since we published our Outlook 2024, our growth-oriented foundation allocation has risen over 4.0%. Much of the gains have been driven by equities (global equities up about 6.5% over the same period), with our preferred markets, the US (up almost 8.1%)...
Our outlook for 2024 was a year of “Positioning the Pieces” as investors weighed multiple factors within the macroeconomic environment to assess how they converge. This picture has not shifted. We believe many factors remain in flux and investors should focus on right-sizing their positions and...
Global Chief Investment Officer Lori Heinel shares our views on the global market outlook and key themes investors should consider in 2024. This is a modal window. The Playback API request failed for an unknown reason Error Code: VIDEO_CLOUD_ERR_UNKNOWN Session ID: 2024-09-21:2f03dd37769c1...
containabout 85% of a client’s wealthoutside of their business assets and homes. An opportunistic portfolio can perhaps complement these holdings, seeking to strengthen diversification, potentially improve risk-adjusted returns or both. In Wealth Outlook 2024, we detail the followingopportunistic ideas...
China’s policy easing measures also brighten the outlook for the economy and markets. We would add to high quality bonds in Foundation allocations on any rebound in US government bond yields towards 4%. Equities, particularly in the US, should also do well in a soft-landing environment. In...
valuation declines. With the Federal Reserve at or near the end of its interest rate hike cycle, looking at how public real estate, private real estate, and equity markets performed after previous Fed tightening cycles can offer an informed outlook for how those markets could perform in 2024. ...
The latest Automotive World new vehicle market report discusses light vehicle and truck demand in 2023 and the outlook for 2024
2025 Global Market Outlook: The Mechazilla Moment An enduring image from 2024 will be the capture of the SpaceX booster rocket by the Mechazilla robot arms on its return to Earth. This achievement served as a powerful metaphor for the year: the improbable not only became possible but redefine...
China’s policy easing measures also brighten the outlook for the economy and markets. We would add to high quality bonds in Foundation allocations on any rebound in US government bond yields towards 4%. Equities, particularly in the US, should also do well in a soft-landing environment. In...
Global Market Outlook A macro summer We see room for equity market gains to extend as cooling inflation brings bond yields lower and sustains central bank rate cut expectations for the rest of the year. We remain Overweight equities in Foundation allocations. Within this, we maintain our ...