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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

  • When hyperscalers borrow

    Artificial intelligence is at the forefront of the economic debate, promising to reshape how businesses operate and how productivity is generated. Its investment cycle is already supporting activity, well before the full benefits of adoption can be measured.

  • Disruptive technologies

    The world of 2030 is already taking shape: AI assistants embedded in daily life, autonomous mobility, software-defined factories, digital twins, and smarter energy systems that optimise demand in real time. Adoption won’t be uniform, but the direction is clear — disruptive technologies are converging and quietly reshaping every layer of the economy.
  • Building an investment portfolio with modular blocks, illustrating asset allocation and diversification

    The shape of things to come

    2025 was a contrasted year: a noisier political backdrop under Trump 2.0 with more volatility and, ultimately, another strong year for equities.
  • Illustration showing people standing around a large red sphere labeled “AI,” connected by cables, with a city skyline in the background.

    The AI Gold rush: Boom, bubble or just the beginning?

    Artificial Intelligence (AI) has moved from buzzword to backbone of markets. Innovation is accelerating, capital spending is surging, and investors worldwide are paying attention. The excitement has echoes of a modern-day gold rush – but beneath the hype lie real, long-term shifts in how companies create value and compete.
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