Quarterly Outlook
Q1 2024 | What happened to the future? 

Central banks will embark on rate cuts in 2024, marking a shift from the tightening stance in the previous year. Opportunities will arise in precious metals, equity themes such as defence and value stocks, higher duration sovereign bonds, and a weaker USD. Geopolitical tensions and populism in politics loom as significant risk factors, necessitating close monitoring. 

In this edition: 

Get our SaxoStrats' views on the investment landscape in a world dominated by geopolitical tension and the expectation of rate cuts, presenting both risks and opportunities. Plan your investment strategy for Q1 2024 and beyond.

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Watch the Q1 Outlook webinar now

Watch the Q1 Outlook webinar now

If you want to dig deeper into "What happened to the future", watch this webinar recording, where the SaxoStrats go through what you need to be aware of in the first quarter of 2024.

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