Analysis: The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year
investment outlook
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Increased market uncertainty expected, but are portfolios ready?
Investors are expecting either a major upswing or a sharp decline, writes Saxo UK’s Dan Squires
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M&G warns of bumpy path and turbulence ahead for investors
Mid-year CIO outlook points to political uncertainty and rate cuts
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Top five investment themes to look out for in India in 2024
The managers of Chikara Indian Subcontinent fund examine the case for investing in the country this year
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Earnings and growth disconnect creating key opportunity
Mirabaud’s Anu Narula looks at the potential tailwinds for equities in 2024
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Why investors need to take outlooks with a pinch of salt
SJP’s Justin Onuekwusi questions if investment outlooks encourage the right behaviours
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RSMR: Glass half full or half empty for 2024?
There are reasons to be both optimistic and cautious