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Featured Portfolio Insights
Global Asset Allocation Views 1Q 2024
In 2024 we expect moderate growth, cooling inflation and less restrictive policy. We upgrade equities to a modest overweight, maintain a constructive view on duration and continue to find pockets of opportunity across the credit complex.
Global Equity Views 1Q 2024
Overall our portfolio managers take a neutral view on markets. Most expect a broadening of market leadership but still prefer higher quality stocks. Our equity research team sees 10% profit growth in 2024, well balanced across regions and sectors.