Schroders 2024 analysis & investment outlook
Dorian Carrell, Multi-Asset Investor at Schroders joins CNBC Africa’s Godfrey Mutizwa to give insights.
Wed, 29 Nov 2023 11:00:18 GMT
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AI Generated Summary
- Schroders' report foresees potential rate cuts in 2024 due to recent rallies in government bonds and evolving inflation dynamics, emphasizing the importance of understanding global economic trends and their impact on financial conditions.
- The 3D reset framework of de-globalization, demographics, and decarbonization serves as a guiding principle for assessing market shifts and investment opportunities, highlighting structural changes in inflation, labor forces, and energy security.
- Investment prospects in emerging markets like the Middle East, Eastern Europe, and Latin America offer attractive opportunities for investors, with a particular focus on sovereign debt, credit markets, and local debt instruments.
Schroders, a leading multinational asset management company, recently released their much-anticipated report titled 'Schroders Crystal Ball 2024 Outlook,' shedding light on key market trends and investment opportunities in the coming years. Dorian Carrell, Head of Multi-Asset Income at Schroders, joined CNBC Africa's Godfrey Mutizwa to discuss the findings and provide valuable insights for investors. The report delves into various factors shaping the economic landscape, including de-globalization, demographics, and decarbonization, and offers a comprehensive analysis of potential market shifts and investment strategies. Carrell highlighted the potential for rate cuts in 2024, citing recent developments in government bonds and the impact of inflation on financial conditions. The discussion also touched on key regions and emerging markets that present attractive investment prospects, such as the Middle East, Eastern Europe, Latin America, and China. Amidst a challenging macroeconomic environment, investors are advised to carefully consider the evolving market dynamics and explore diverse investment opportunities across regions and asset classes. Overall, Schroders' outlook for 2024 underscores the importance of strategic investment planning and a nuanced understanding of global economic trends.
