As we begin 2024, the US equity stock market bandwagon rolls on. To date, both US corporations and consumers have proven less sensitive to higher rates compared with other major global economies, and excess consumer savings should continue to provide support for US economic growth going forward.
However, even if the US economy remains resilient in 2024, we believe investors will need to adapt themselves to a new market regime. Questions remain over the outlook for the global economy, inflation and interest rates, corporate earnings, index concentration in big tech, equity valuations, geopolitical tensions and commodity prices. And of course, all this in an election year.
Join us for this event to hear from our senior US investment experts, including Josh Nelson, Head of US Equity. A breadth of topics will be covered, including the outlook for the US through 2024 and the major market themes in play, before drilling down into our range of US portfolios to evaluate the most compelling sector and stock opportunities.