Outlook. 2024.
Our insights for the coming year
In today's investment world, we're seeing twists and turns at every corner: yields hitting levels we haven't seen in a decade, correlations playing new tunes, economic growth on a tightrope, and the sudden emergence of exciting trends in equities.
It can be a lot to take in - but our experts are here to guide you through it.
Fixed Income Outlook
With moderate inflation expectations, attractive interest rates and central banks maintaining tight policies amid global growth risks, our fixed income CIO – Sam Vereecke – seeks to make the most of these developments to unearth the most promising opportunities for 2024.
Fundamental Equity Outlook
US economic resilience wrestles with market uncertainty; resilient labour markets meets recession fears, and promising sectors – from technology to healthcare – are poised for growth amidst shifting market conditions. Our fundamental equity CIO, Johan Van Geeteruyen, not only identifies potential roadblocks but also highlights the bright spots that’ll shape 2024.
Sustainability Outlook
Scientific consensus tells us that delaying action will only exacerbate the need for more drastic measures as time runs out. Fortunately, despite political backlash in US, ESG-focused investments have continued to grow. Ophélie Mortier, Chief Sustainable Investment Officer, discusses whether it'll be enough to avoid a late and rushed transition.
Multi-Asset Outlook
Event though indicators signal a potential deceleration in economic momentum for the coming year, Olivier Van Haute, Head of Global Balanced Funds, still believes the new year presents a cautiously optimistic scenario for multi-asset portfolios, with promising avenues across government bonds, corporate bonds, equities, and commodities.
Event recording
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Disclaimer
Marketing Communication. Investing incurs risks.
The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other DPAM communications, strategies or funds.
The provided information herein must be considered as having a general nature and does not, under any circumstances, intend to be tailored to your personal situation. Its content does not represent investment advice, nor does it constitute an offer, solicitation, recommendation or invitation to buy, sell, subscribe to or execute any other transaction with financial instruments. Neither does this document constitute independent or objective investment research or financial analysis or other form of general recommendation on transaction in financial instruments as referred to under Article 2, 2°, 5 of the law of 25 October 2016 relating to the access to the provision of investment services and the status and supervision of portfolio management companies and investment advisors. The information herein should thus not be considered as independent or objective investment research.
Investing incurs risks. Past performances do not guarantee future results. All opinions and financial estimates are a reflection of the situation at issuance and are subject to amendments without notice. Changed market circumstance may render the opinions and statements incorrect.
