Q1 2024 Quarterly Outlook - What happened to the future?

Is your portfolio primed for a future where risks and opportunities are seemingly everywhere?

As a new year unfolds, the future isn't as bright as it used to be. Political populism and geopolitical tensions dominate, while the market waits for rate cuts. This comes with risks and opportunities, which you can learn more about in our Q1 Outlook. Find out why 2024 may be the year of the metals, and why some of 2023's favourite stocks, like US mega caps, aren't attractive. Or, learn to spot opportunities in a difficult bond market, why the US dollar may come under pressure and what to do with China, despite challenges.

After the presentation, you can ask our experts your questions, so you're ready to tackle the first quarter of 2024.


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