2024 Revealed : Ten convictions for a blinding future

As December was bringing to an end another challenging year on financial markets, our CIO Nicolas Forest and Candriam investment experts observed the tradition and took some time to reflect on the past events and future potential opportunities. Portfolio managers, economists and analysts put their thoughts on paper and shared ten pieces on the themes which they believe will shape 2024:

  • Monetary policy: are we finally heading towards a more “normal” yield curve?
  • How to make the most of high rates in a Fixed income portfolio?
  • Equities: What about corporate margins and profits?
  • Should we worry about Public deficits in the Eurozone?
  • Where do we stand on financing the Energy transition?
  • Are Real estate markets up for a warmer season?
  • Emerging markets: discover the new rising stars!
  • Is the Healthcare sector still a defensive play?
  • US election year: what economic consequences in case of a Biden-Trump duel?
  • Asset allocation: what portfolio to enter 2024?

 

Want to have an overall view, or a closer look at one of them? Here they are gathered in a single document.

Click here and download our 2024 Outlook Book

2024 Revealed : Ten convictions for a blinding future

  • Outlook 2024

    2024 Revealed : Ten convictions for a blinding future

    As December was bringing to an end another challenging year on financial markets, our CIO Nicolas Forest and Candriam investment experts observed the tradition and took some time to reflect on the past events and future potential opportunities.
  • Outlook 2024, Nadège Dufossé

    What diversified portfolio for 2024?

    The year 2023 was positive for bonds and equities, but marked by a high degree of performance dispersion and idiosyncratic risk. While investor sentiment has returned to more positive territory, risks to economic growth and the geopolitical environment persist. Pivoting on interest rates, equity themes... which asset classes should be emphasised?
  • Outlook 2024, Paulo Salazar, Vivek Dhawan, Kroum Sourov, Alfred Sandeman

    In the emerging markets galaxy, meet the new rising stars

    In an ever-evolving landscape marked by geopolitical tensions, the fore fronting of climate change, and a global economic reorientation, a discernible megatrend is unfolding.
  • Outlook 2024, Lucie Hamadache, René Clérix

    Real Estate – a Spring Thaw?

    Real estate markets, and real estate investing, have felt ‘frozen’ for most of 2023.
  • Outlook 2024, Alix Chosson, Nicolas Rutsaert, Marouane Bouchriha, Nicolas Cleris

    Energy Transition Turbulence: Structural or Cyclical?

    Rising rates, changing regulations, whipsawing and rapidly-reversing input costs – Investments in clean energies have both never been as high and never been as challenged as in 2023.

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