The start of 2024 has brought some positive signs for the global economy. However, there are still many uncertainties and challenges ahead, especially regarding inflation, monetary policy, and geopolitical tensions.
In our latest 4 Questions with the Asset Allocators video, our Head of Asset Allocation, Damien Hennessy shares his insights on what to expect in the year ahead including:
- the key risks of a soft landing, an update on the geopolitical landscape and considerations when it comes to strategic asset allocation,
- the outlook for domestic interest rates and how to balance the opportunities and challenges of investing in Australian assets, and
- an overview of our annual Capital Markets Assumptions including return expectations, anticipated volatility, and macro assumptions and how we’re adjusting our asset allocation for better long-term returns.
10 min watch
