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2024 REVEALED: TEN CONVICTIONS FOR A BLINDING FUTURE

Explore our convictions

1 December - Introduction


CHRONICLE OF A RECESSION FORETOLD

By Nicolas Forest Chief Investment Officer

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5 December - Central Banks


MONETARY POLICY: HIGH RATES... FOR HOW LONG?

Towards a more "normal" yield curve.

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6 December - Rates


IN A LAND OF OPPORTUNITIES… SELECT CAREFULLY

"Compound interest is the eighth wonder of the world." Are you ready for higher
rates?

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7 December - Equities


CAN EQUITIES FALL, EVEN 'WITHOUT' A HARD LANDING?

In 2024, what about corporate margins and profits in an environment of high real
interest rates?

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12 December - Sovereigns


SHOULD WE BE CONCERNED ABOUT THE SUSTAINABILITY OF PUBLIC DEBT IN THE EUROZONE?

Although inflation has lightened the debt burden, new financing needs are
looming...

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14 December - Financing Energy


ENERGY TRANSITION TURBULENCE: STRUCTURAL OR CYCLICAL?

Interest rates, input costs, and logistics are rising. What’s really the most
important factor?

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19 December - Real Estate


REAL ESTATE – A SPRING THAW?

Interest rates are up, valuations are down. But banks are timid. Will real
estate firms pay up for investor capital?

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20 December - Emerging Markets


IN THE EMERGING MARKETS GALAXY, MEET THE NEW RISING STARS

Energy transition, demographic shifts and AI technologies are reshuffling global
economic forces

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21 December - Health Care


WILL THE HEALTHCARE SECTOR PLAY AN EXPECTED DEFENSIVE ROLE NEXT YEAR?

Healthcare sector, though not in as good shape as the pandemic's end, exhibits
resilience with promising indicators, when the economy may start coughing.

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26 December - US elections


UNITED STATES: WHAT CAN WE EXPECT IN THE ELECTION YEAR?

If we see another Biden-Trump duel, will the markets react the same way?

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28 December - Asset Allocation


WHAT DIVERSIFIED PORTFOLIO FOR 2024?

The prospect of rate cuts in 2024 has brightened the horizon for investors. How
can you make the most of this new environment?

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1 December - Introduction


CHRONICLE OF A RECESSION FORETOLD

By Nicolas Forest Chief Investment Officer

Read more

5 Dec Central Banks
6 Dec Rates
7 Dec Equities
12 Dec Sovereigns
14 Dec Financing Energy
19 Dec Real Estate
20 Dec Emerging Markets
21 Dec Health Care
26 Dec US elections
28 Dec Asset Allocation