Quarterly Newsletter With a Deeper Look at Top-of-Mind Issues for Institutional Investors
Preparing for 2024 on Shifting Sands
Forecasts for 2024 vary wildly—whether it’s the economic trajectory, the course of monetary policy or pathways for the world’s capital markets. As investors consider how to position their portfolios for the year ahead, they face an unusual level of uncertainty.
In this edition of ABIQ, we share three perspectives on this challenge. We look at the economic picture for 2024 coming off a resilient year. Our investment leaders weigh in with major stories they’ll be following next year. And we look at several allocation controversies clients have raised.
