Your investment roadmap for 2024
As 2023 draws to a close, it’s important to take stock of the journey markets have taken and where they might go in 2024. While markets may not be pricing in recession, we’ve clearly entered a period of higher neutral rates. This structural reset is good news for active investors. Value and risk matter again, and fundamentals will shape the battleground for returns. So what strategies can investors consider to capture risk-adjusted return?
In our Outlook Series for 2024, Schroders’ experts give us their on-the-ground take of markets, and pull back the curtain on the thinking and strategies that will guide their capital allocation in the new year.