Quilter Investors’ Post

While the key economic debates facing investors have not changed since last year, much in the economy has. Our Multi-Asset Solutions team shares where the economic cycle will go from here. Regardless of investors’ economic view for the year ahead, the changes already seen support allocation adjustments for the year ahead. Their full 2024 Outlook is coming soon!

While the key economic debates facing investors have not changed since last year, much in the economy has. Our Multi-Asset Solutions team shares where the economic cycle will go from here. Regardless of investors’ economic view for the year ahead, the changes already seen support allocation adjustments for the year ahead. Their full 2024 Outlook is coming soon!

While the key economic debates facing investors have not changed since last year, much in the economy has. Our Multi-Asset Solutions team shares where the economic cycle will go from here. Regardless of investors’ economic view for the year ahead, the changes already seen support allocation adjustments for the year ahead. Their full 2024 Outlook is coming soon!

While the key economic debates facing investors have not changed since last year, much in the economy has. Our Multi-Asset Solutions team shares where the economic cycle will go from here. Regardless of investors’ economic view for the year ahead, the changes already seen support allocation adjustments for the year ahead. Their full 2024 Outlook is coming soon!

Mid-Year Economic and Market Outlook for 2024: Our economic and financial market outlook is positive for the balance of 2024 and beyond subject to two caveats: a somewhat normal U.S. election process in November with a divided government to continue, and a more-or-less status quo on international geopolitical matters. The opportunities for both positive and negative economic and market surprises remain elevated, so a balanced, diversified investment program remains key to continuing investment satisfaction. Stay informed with our detailed report: https://lnkd.in/eDNyrGgj

In his Global Macro Overview, Head of Global Macro Strategy Paul Mielczarski highlights some of the primary drivers for the economy in Q2 and shares potential opportunities in fixed income for the remainder of 2024. “We are focusing on positions that stand to gain from the medium-term economic outlook and are less likely to be impacted by the U.S. election outcome. We think that U.S. and U.K. bonds can perform well over the next six to nine months, regardless of the election outcome,” he says: https://bit.ly/4d2oMIH

In his Global Macro Overview, Head of Global Macro Strategy Paul Mielczarski highlights some of the primary drivers for the economy in Q2 and shares potential opportunities in fixed income for the remainder of 2024. “We are focusing on positions that stand to gain from the medium-term economic outlook and are less likely to be impacted by the U.S. election outcome. We think that U.S. and U.K. bonds can perform well over the next six to nine months, regardless of the election outcome,” he says: https://bit.ly/4d2oMIH

While they may be the four most dangerous words in investing, the use of ‘this time is different’ has never been more widespread than in the post-pandemic economy. Read more in our Weekly Market Commentary: https://hubs.la/Q02ffKmC0

Looking forward to EY's upcoming Winter Economic Eye 2024 Forecast in the new year with Loretta O'Sullivan, EY Ireland Chief Economist, providing forecasts and commentary to help guide businesses in navigating the opportunities and challenges for the coming year. #EYIreland #economicforecast #buildingabetterworkingworld

My colleagues in our Investment Strategy team have released their latest Market Perspectives report, offering fresh investor insights. Amongst other things, it includes a special chapter on private credit and takes a closer look at the health of the US labour market. Follow the link to read it: https://lnkd.in/eqCPxhDu #BarclaysPrivateBank #BarclaysMarketPerspectives