The global economy showed remarkable resilience in 2023, avoiding the sharp recession that was widely expected at the start of the year.
A continually shifting macro narrative led to heightened volatility across asset classes. Inflation decelerated and a ‘higher for longer’ narrative around interest rates set in, with positive real yields returning capital competition to markets.
Will 2024 see central banks cut rates? How can investors position for an uncertain growth outlook? And is AI optimism a passing trend?
To answer these questions and more, we are pleased to present the latest views from the specialist asset management firms across the Generali Investments ecosystem, as they look ahead to the risks and opportunities that 2024 may present.
You can now read the full whitepaper at the link below