Global Outlook
Take a deep dive into our latest views on the Global Outlook
Jul 9, 2024
Read our insights across asset classes, assessing recent events and their potential implications for tactical and strategic allocations.
2024 MIDYEAR INVESTMENT OUTLOOK
Waves of transformation
July 9, 2024 | The world could be undergoing a transformation akin to past technological revolutions. But the speed, size and impact of that investment is highly uncertain. We think leaning into the transformation and adapting as the outlook changes will be key.
Investment themes
01
Getting real
We see a new wave of investment into the real economy transforming economies and markets. Spotting winners will require deep insights on the technology being developed – and the potential disruption it entails.
02
Leaning into risk
We look for investments that can do well across scenarios and lean into the current most likely one. For us, that’s a concentrated artificial intelligence scenario where a handful of AI winners can keep driving stocks.
03
Spotting the next wave
Investors should look for where the next wave of investment opportunity may come. We stay dynamic and ready to overhaul asset allocations when outcomes can be starkly different.
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