Markets had a strong run in the final weeks of 2023 as investors anticipated a “Goldilocks” scenario of falling inflation, reasonable growth and lower interest rates. Although data has been broadly supportive of this narrative, it is already clear that 2024 will bring many different events that could lead to a reshuffling of investment opportunities.
During this presentation, Alex Funk (CIO of Schroder Investment Solutions) will explore the currents of the global markets and the opportunities that lie hidden within the trends. From the heavy market concentration seen in developed markets to the appeal of smaller companies in the US, Schroders are incorporating these trends into their risk management framework and research.
Capital at risk.
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