Annual outlook
Navigator 2024.
Please click here for more details on our robust investment strategies and their performance in the current environment.
Published 18 December 2023Reading time 1 minAlso in German Navigator
Highlights of the current edition
Transitioning to a new normal
We are pleased to count you among our Navigator readers. The highlights of this edition are:
- Insights into the IMF's growth projections for 2024 and explore our analysis of potential economic headwinds and their implications for global growth.
- Anticipated challenges and opportunities in equity markets for 2024, including our perspective on specific sectors.
- Why we believe high-quality bonds will be a standout investment in 2024, offering an attractive risk-return balance in a potentially softer global economy.
- Our top investment themes for 2024 and our view on potential safe havens in a challenging 2024 market.
- Why we stress the importance of fundamental analysis and quality investments in an economic environment transitioning to a new normal with potentially higher inflation and interest rates.
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The full edition
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Read the full Navigator. 2024.
Our in-depth outlook with scenarios, risks and positioning, as published: the edition as a PDF, in English and German.
- Navigator, 2024PDF · English
- Navigator, 2024PDF · Deutsch
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Previous editions
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Previous editions
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