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Olen koostanut alle Anthony Cheungin julkaiseman listauksen ensi vuoden sijoitus-, makro- ja markkinan?kemyksist?.

Hyvi? lukuhetki?!

Pohjois-Amerikan yksityispankit, varainhoitajat ja omaisuudenhoitajat

• iShares by BlackRock – "2024 Year Ahead Outlook | iShares Investment Strategy "
• Blackrock Investment Institute – "Grabbing the wheel: putting money to work "
• Capital Group – "A mixed picture for global growth in 2024 " (PDF )
• Fidelity International – "Something will give " + "More risk, higher yields, and four ways forward "
• Vanguard – "Global summary " (PDF ) + "A return to sound money "
• IG Private Wealth Management – "Are we heading into a recession or recovery? Why not?both? "
• J. P. Morgan Asset Management – "Too early for a victory lap "
• J. P. Morgan Private Bank – "Investing Reconfigured: After the Rate Reset: Five considerations for the year ahead "
• J. P. Morgan Global Research – "Slow global growth clouds forecast for equities "
• Goldman Sachs Research – "Towards a Better Balance "
• Goldman Sachs Economics Research – "The Hard Part Is Over "
• Goldman Sachs Asset Management – "Embracing New Realities "
• Morgan Stanley – "Threading the Needle "
• Macquarie Asset Management – "A world in transition "
• Bank of America – "The Year of the Landing "
• Merill – "Positioning yourself for future growth "
• Bank of America Private Bank – "Positioning yourself for future growth "
• Citi Global Wealth Investment – "Slow then grow: Investing in the markets’ big reset "
• Wells Fargo Investment Institute – "A pivotal year for the economy and markets "
• Wells Fargo – "Weathering the Storm "
• Russell Investments – "The Twilight Zone "
• BNY Mellon Wealth Management – "A Healthy Slowdown "
• BNY Mellon Investor Solutions – "The Path to Normalization "
• State Street Global Advisors – "Positioning the Pieces"
• Lazard – "Global Outlook 2024 "
• T. Rowe Price – "Tectonic Shifts Create New Opportunities "
• Charles Schwab – "The Big Picture "
• RBC Capital Markets – "2024 Global Macroeconomic Outlook "

Eurooppalaiset yksityispankit, varainhoitajat ja omaisuudenhoitajat

• Wellington Management – "2024 Investment Outlook – Global Economic Outlook "
• Amundi – "Slower and fragmented growth will offer sequential opportunities " + "Steering through turning tides "
• Man Institute – "The Road Ahead: Bleak House: A 2024 Outlook, of Sorts "
• Julius B?r – "SECULAR OUTLOOK – Economic and investment trends shaping the current decade "
• M&G Investments – "Peak views: what lies ahead in 2024? "
• Allianz Global Investors – "Targeting opportunities "
• HSBC Asset Management – "A problem of interest - how rates affect investment strategy in 2024 "
• UBS – "The Year Ahead "
• AXA Investment Managers – "Slowing mid-cycle, not crashing end-cycle "
• Deutsche Bank – "The Race Against Time "
• Deutsche Bank Wealth Management – "Finding growth " (PDF )
• BNP Paribas Asset Management – "Stepping into a new reality "
• Barclays – "A year of hard choices "
• Lombard Odier – "Ten Investment Convictions for 2024 "
• Schroders – "Markets in the age of the 3D Reset "
• Danske Bank – "Talouden suhdannen?kym?t vuonna 2024 "
• SEB – "Nordic Outlook "
• Swedbank – "Economic Outlook "
• ABN AMRO – "Back to not so normal "

PE/VC

• Apollo – "2024 Private Equity Outlook "
• KKR – "Global Macro Trends "
• Blackstone – "An Inflection Point for the Economy "
• BlackRock – "Opportunities in mega forces "

Muut yksityispankit, varainhoitajat ja omaisuudenhoitajat

• Macquarie Asset Management – "A world in transition "
• PIMCO – "Post Peak " + "Prime Time for Bonds "
• Pictet Asset Management – "The investment landscape in 2024 "
• Cambridge Associates – "2024 Outlook "
• LGIM – "Q1 outlook: False dawn? "
• Invesco – "The Balancing Act "
• Global X – "2024 Outlook: Done or More to Come? "

Muut n?kemykset ja ennusteet

• Kansainv?linen valuuttarahasto – "Navigating Global Divergences "
• S&P Global Market Intelligence – "The Big Picture 2024 – Capital Markets Outlook "
• OECD – "A mild slowdown in 2024 and slightly improved growth in 2025 "
• World Gold Council – "Gold Outlook 2024 "
• Mastercard Data & Services – "Balancing prices and priorities "

Konsultit ja asiantuntijat

• Capital Economics – "The World in 2024 "
• Mercer – "Economic and market outlook 2024 "
• Deloitte Insights – "Winning in tomorrow’s world with the lessons of today "
• PwC US – "2024 Capital Markets Annual Outlook "
• EY Geostrategic Business Group – "Top 10 geopolitical developments for 2024 "
• BCG – "M&A Set to Pick Up in 2024 Despite Ongoing Headwinds "

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L?hde: T?ydent?en koottu Anthony Cheungin julkaisemasta listauksesta .

Kirjoituksessa esitetyt kannanotot, n?kemykset, kuviot, kaaviot, arviot ja ennusteet ovat kirjoittajan valikoimia, eik? niit? voi pit?? mink??nlaisena kehotuksena toimeen tai p??t?kseen. Kirjoitus ei ole sijoitussuositus tai -neuvontaa. Don't trust, verify. Do your own research.