Global Investment Views - January 2024

Tuesday 26 December 2023

Bonds and EM stand out in the Santa Rally.

The AI impact will vary across sectors, with AI winners likely to possess a competitive advantage and the resources to invest in AI technologies.

Mega-cap companies in the US have had a strong performance this year, further increasing market concentration.

Geopolitics will be increasingly relevant for investors as we enter the hottest phase of US elections.

See more news

Other news