Macroeconomic forecasts as of 14 December 2023
Summary
Macroeconomic forecasts
Financial market forecasts
You can now read the full whitepaper at the link below
Amundi
2024 Top 500 ranking: 8
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White papersWhat is in store for tech?
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.
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White papersSeeking returns in private markets and emerging markets in a disruptive era
As pension investors transition to a new regime, one question has come to the fore: where will the returns come from?
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White papersPension Funds Letter 22 - New realities, new searches for returns
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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