Markets in the age of the 3D Reset

The following investment outlook for 2024 is made by our trusted global investment partner, Schroders, who power our Global Discretionary Portfolio Management solutions.

Decarbonisation, Deglobalisation and Demographics

These are the three top trends coming together for 2024. "It's been themes we've been talking about for a while...and the challenge with these structural trends is that they all point to a deterioration in the trade-off between growth and inflation." - Johanna Kyrklund, Group Chief Investment Officer, Schroders.

Watch: Schroders Outlook 2024

How are investors in equities, fixed income and private assets responding to this challenge as they look to 2024? Find out directly from Schroders’ experts where they’re finding the best opportunities to benefit from the 3Ds and what it means for investors’ money.

If you are interested to learn more about our Global Discretionary Portfolio Management solutions or other investment capabilities.

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Equities

For equity investors a change in mindset is needed. This involves more diversification across regions (less US, more of the rest of the world), more focus on the implications of structural change and renewed attention to valuation, quality, and risk.

Fixed Income

"We've gone back to the old-fashioned reason for owning bonds so as to generate income in the portfolio and the good news is that yields are looking much healthier in fixed income."

- Johanna Kyrklund, Group Chief Investment Officer, Schroders.

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A look at our recent investment event featuring Schroders, where we discussed the market outlook through a behavioural finance lens. The presentation provided valuable insights, bringing to life the emotional realities of investing making a refreshing change to the average data-driven seminar.

Disclaimer

This information provided in these articles is for your information and discussion purposes only. It is not a solicitation for business or an offer to buy or sell any security or other financial instrument. Any information including facts, opinions, or quotations, may be condensed or summarised and are expressed as of the date of writing. The information may change without notice and Trusted Novus Bank (“TNB”) is under no obligation to ensure that such updates are brought to your attention. Past performance is not a guide to future performance.

This document has been prepared by TNB from sources TNB believes to be reliable but TNB does not guarantee its accuracy or completeness and does not accept liability for any loss arising from its use. TNB reserves the right to remedy any errors that may be present in this document.

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