Insight
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.
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.
Related insights
Fed officials again kept the federal funds rate unchanged at 5.25–5.50%. Our base case is that they won’t cut rates until they see weakening in prices and the labor market, probably not before fall.