A Spotlight on: Outlook for 2024

04 Jan, 2024 | Return|

“You should never be wrong and strong. You need to be continually reassessing the data that you are seeing and navigate accordingly.”

2023 was a rollercoaster of a year...

In the last 'A Spotlight On' panel of the year, we were joined by Rebekah McMillan from Neuberger Berman, Nicola Mai from PIMCO, and Peter Michaelis from Liontrust Asset Management, to discuss their thoughts on 2024 and its potential investment opportunities.

MORE FROM THE EXPERTS

Liontrust's Sustainable team	Solving for 2024	Safety in numbers
The Liontrust Sustainable Investment team manages a broad range of funds across equities, bonds, and managed funds. Find out more about the team and their investment process below.	Each year, Neuberger Berman's investment leaders identify 10 key themes that they believe will be prominent in the markets over the next 12 months. Take a look at what they think is on the horizon below.	Many thought the UK economy was exceptional, but it has now converged – a timely reminder that, for investors, it pays to look under the bonnet. PIMCO investigates why the UK Economy no longer looks like an outlier.
FIND OUT MORE	READ NOW	READ NOW

To get notified when the next 'A Spotlight On' panel goes live, click here.

Academy of Funds Analytics: Q2 2025

The Macro BackdropQ2 2025 was defined by uncertainty, worry and concern. Recession fears peake...

The Fed’s rate cut: Could 2025 finally be the year for fixed income?

This week’s news that the Federal Reserve (the Fed) cut its interest rate by 50bps has meant o...

Improving the balance

European equities haven't been massively in favour over recent years, but under the surface ther...

Insights and Resources

A Spotlight on: Outlook for 2024

MORE FROM THE EXPERTS

Related

Academy of Funds Analytics: Q2 2025

The Fed’s rate cut: Could 2025 finally be the year for fixed income?

Improving the balance

RESOURCES

TALKING WITH

Subscribe to our newsletter

How can we help you?