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Mid-year US outlook for 2024: Opportunity knocks
Despite intensifying political uncertainty, heightened geopolitical tensions, and volatile commodity prices, we continue to see compelling investment opportunities across the global macro landscape. Accelerating AI demand for electricity, reorientation of global supply chains, improving labor productivity, and retirement security all represent important macro themes behind which to invest. We also remain really encouraged by the technical backdrop, as net issuance of Equities and Credit remains well below trend. However, it is definitely not business as usual in the world of macro and asset allocation, as our Regime ... (full story)
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From @PiQSuite|Jun 24, 2024|10 commentspost:
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- Posted: Jun 24, 2024 3:29am
- Submitted by:Category: Fundamental AnalysisComments: 0 / Views: 2,908
