As we look ahead to the second half of 2024, several key events look set to determine the investment landscape. The US will elect its next president, artificial intelligence (AI) should continue to advance rapidly, and we anticipate the Fed will start cutting interest rates.
It's decision time for investors, and the choices made now will be crucial in navigating the evolving landscape of AI advancements, interest rate changes, and the US election.
We recommend a balanced approach, diversified across fixed income, equities, and alternatives, to position for long-term financial goals while addressing near-term uncertainties.
In this month’s UBS House View, our Global Wealth CIO Mark Haefele discusses how investors can navigate the second half of 2024 with confidence and position their portfolios for success in the months ahead.
Senior Vice President, Lido Advisors
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