Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
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As we leave the first month of 2024 behind us, it makes sense to ponder what may happen in this new year. Therefore, we've pitted our Head of SaxoStrats, Peter Garnry, and our Chief investment officer, Steen Jakobsen to discuss just that.
The overarching question for 2024 is whether we will have a global recession or not. But apart from that, there's ample of questions to be answered; How will central banks deal with rates and inflation? How may Japan and China fare? To what extent will the massive amount of political elections that we are bound to see this year impact the financial markets? Will AI take over the world or become an afterthought?
These are just some of the questions, you can get our experts' answers to in this video.
Happy watching.
Here you can read a deep-dive of Peter Garnry's thoughts on the equity markets in 2024.
Here you can read Ole S. Hansen's thoughts around the commodity markets in 2024 and 2023 respectively.
Here you can read some short considerations from our asset class experts about how they think 2024 may pan out and what they thought of 2023.
The overarching question for 2024 is whether we will have a global recession or not. But apart from that, there's ample of questions to be answered; How will central banks deal with rates and inflation? How may Japan and China fare? To what extent will the massive amount of political elections that we are bound to see this year impact the financial markets? Will AI take over the world or become an afterthought?
These are just some of the questions, you can get our experts' answers to in this video.
Happy watching.
Here you can read a deep-dive of Peter Garnry's thoughts on the equity markets in 2024.
Here you can read Ole S. Hansen's thoughts around the commodity markets in 2024 and 2023 respectively.
Here you can read some short considerations from our asset class experts about how they think 2024 may pan out and what they thought of 2023.
Quarterly Outlook
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Quarterly Outlook
Commodity Outlook: Commodities rally despite global uncertainty
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Quarterly Outlook
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Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
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Equity Outlook: The ride just got rougher
Charu Chanana
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Charu Chanana
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Quarterly Outlook
Commodity Outlook: A bumpy road ahead calls for diversification
Ole Hansen
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Quarterly Outlook
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John J. Hardy
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Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
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