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Our views 18 December 2023

Navigating the global equity landscape in 2024 - Outlook 2024

5 min read

As the world emerges from the shadows of a pandemic and navigates the complexities of geopolitical tensions and economic uncertainties, central bank policy is likely to continue to dominate near-term market headlines and drivers of indices. This presents a complex range of opportunities and challenges for investors in global equities in 2024.

After more than a decade of interest rates and bond yields globally at or near very long-term lows, the post-pandemic landscape has been characterised by a period of inflation in developed economies that turned out to be more than initial ‘transient’ expectations and has consequently caused major central banks to increase interest rates rapidly and substantially.

Read in full: Navigating the global equity landscape in 2024

The views expressed are those of the author at the date of publication unless otherwise indicated, which are subject to change, and is not investment advice.