Market Outlook Mid-Year 2024 – Let’s get cyclical

Beyond Markets

With an improving economic outlook and a broadening recovery, what should investors expect in the second half of 2024?

In this episode of the Beyond Markets podcast, Christian Gattiker, Head of Research, and Kelly Chia, Deputy Head of Research Asia, talk to Helen Freer about the current market environment and where they currently see opportunities for investors.

01:02 What are the implications for investors of the improving economic outlook?
02:05 What will central bank rate cuts mean for equities?
03:34 Our focus within equities
05:24 Why are mid-caps set to do well?
06:16 What impact will geopolitics and US elections have on equity markets?
07:01 What is our preference in terms of regions?
07:49 Why do we like industrials?
09:07 Why is Japan currently attractive?
10:22 What opportunities do we see in emerging markets?
11:21 What Next Generation themes are worth highlighting now?
11:58 Where do we see opportunities within fixed income?
13:34 What about emerging market debt?
14:09 Summary and conclusions on fixed income opportunities
15:10 Current thoughts on gold
16:27 Summary of outlook for H2 2024

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