| | The disruptive return to the old normal |
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| As 2023 draws to a close, it’s important to take stock of the journey markets have taken and where they might go in 2024. The only certainty continues to be uncertainty, and we don’t expect this to change in 2024. This year, we saw consensus move from hard landing to soft landing. The jury is still out as to what kind of landing we’ll have, if any at all. While markets may not be pricing in recession, we’ve clearly entered a period of higher neutral rates. This structural reset is good news for active investors. Value and risk matter again, and fundamentals will shape the battleground for returns. So what strategies can investors consider to capture risk-adjusted return? To find out, click through to our Outlook Series for 2024. In the series of informative videos and articles, Schroders’ experts give us their on-the-ground take of markets, and pull back the curtain on the thinking and strategies that will guide their capital allocation in the new year. |
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| | | Martin Conlon Head of Australian Equities |
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| | Sebastian Mullins Head of Multi-Asset |
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| | | Stuart Dear Head of Fixed Income |
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| | Rainer Ender Global Head of Private Equity |
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| | | Nicole Kidd Head of Private Debt |
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