'The recession that did not happen': How investors should be positioned for 2024

Wellington co-head of investment strategy

clock • 4 min read

2023 saw investors grapple with a volatile, yet surprisingly resilient, market environment. After the recession that did not happen, how should investors think about opportunities and challenges in 2024?

One of the new macroeconomic regime's most prominent hallmarks is its tendency towards shorter and more frequent cycles. OECD projects UK to suffer highest inflation rate among G7 economies Inflation is also likely to be structurally higher and more volatile over the next decade than it has been in the past. This creates an uncertain environment for investors, but an interesting set of opportunities. The link between resilience and innovation - and how portfolios can benefit Last year, everyone was talking about how resilient markets were. When we talk about resilience, w...

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