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Annual  •  16-Jan-2024

The BEAT – Our Seven Key Themes for 2024 

The investment environment to start 2024 is quite different from how last year began. Inflation appears to have peaked, interest rates are likely to drop and balanced portfolios may again work as intended. In support of the Portfolio Solutions Group, the Capital Markets Group reveals our seven key themes for 2024.

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The Capital Markets Group provides top down, macro analysis of equity, fixed income and alternative assets, designed to help clients capitalize on evolving economic dynamics and market dislocations globally.
 
 
 

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