Equities: New extremes and a challenging opportunity set
Discover insights on the future of equity markets in Q1 2024 and navigate the potential recession with strategic investment choices.
Head of Macroeconomic Research
Summary: It is always a tricky task to imagine what the future will be like...
In attached, you will find my latest presentation for the 5th International Funds Summit taking place in Cyprus. My presentation is freely inspired by our CIO’s previous work.
Apologies for not covering all the issues…I was asked to deliver a very short presentation before discussing it with the following distinguished speakers:
My key takeways: