2024 Top 500 ranking: 8
The impact of rate increases on businesses is expected to intensify in 2024. Businesses haven’t been impacted much by higher rates so far because they have used the cash they collected during Covid and refinance needs have been limited.
However, refinancing needs will rise in 2024.
Macroeconomics, Geopolitics, and Strategy
Macroeconomic and financial market forecasts
You can now read the full whitepaper at the link below
The tech sector continued to outperform in 2024, with a YTD performance of +34% versus a +25% for the S&P 500 Index. Over the past two year, the tech sector’s outperformance has been driven by superior earnings growth, expectations of lower US interest rates and the start of a cycle of investment in AI technologies.
As pension investors transition to a new regime, one question has come to the fore: where will the returns come from?
Amongst other things, 2024 will be remembered for being the year of elections. More voters than ever before, over half the world’s population, had the opportunity to express their vote this year. While almost all these votes have now been counted, what the different outcomes will mean both domestically and more globally is only likely to become clear next year. We wait especially with bated breath, to see how Trump 2.0 will play out around the world.
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