Q1 2024 Asset Allocation Outlook: Asymmetry in motion
In their latest investment outlook, our Asset Allocation team consider the asymmetrical outlook facing markets this year, with apparent optimism belying heightened uncertainty.
We believe that our change in outlook is symptomatic of a broader change in the consensus that is playing out.
Ambiguous near-term economic conditions and heightened geopolitical risk make adaptability more important than ever.