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State of the Markets: Top Five Risks & Opportunities

John Hockers and Matthias Scheiber share their predictions for the top five economic risks and opportunities in 2024.

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Key takeaways

  • Why a possible recession, elevated interest rates, global conflicts, commercial real estate defaults, and sticky inflation are their 2024 top market risks.
  • Why they believe fixed income is likely to provide compelling investment opportunities in 2024 and which fixed income sectors could stand out.
  • What other categories are on their list of investments that should merit consideration in 2024 and why they were selected.
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