2024: The wasted year
Is your investment strategy ready for what's in store for Q2?
As we enter the second quarter of 2024, we're still left in the dark about whether or not the recession will come, and with that, rate cuts. The narrative hasn't changed. Debt, however, is increasing while politics and geopolitical uncertainty play a big role. All of this comes with risks and opportunities that you can read more about in our Q2 Outlook.
Find out why European defence stocks are interesting, why 5-year sovereign bonds are attractive, and why the USD isn't where to go in forex. You can also learn why the sideways movement of the commodities market may soon turn out to favour investors. Join our SaxoStrats as they discuss the general market outlook and specifically:
- Macro: It's all about elections and keeping status quo
- Fixed income: Keep calm, seize the moment
- Equities: The AI and obesity rally is defying gravity
- Commodities: Is the correction over?
- FX: The rate cut race shifts into high gear
After the presentation, you can ask our experts your questions, so you're ready to tackle the second quarter of 2024.