Global Outlook – Investment Research – March 2024

Global Outlook – March 2024 is out!

The first section of the report continues to provide a comprehensive analysis of macroeconomic trends, geopolitical evolutions, and recent developments that are currently influencing market dynamics.

Following this, the second section offers a detailed examination of various asset categories. It carefully assesses fixed income, equities, currencies, and commodities, presenting an analysis of the relative attractiveness of these asset classes. This part of the report is dedicated to detailing exposure preferences, based on an in-depth evaluation of current and projected market conditions.

As always, our objective is to provide a report that serves as a valuable resource for understanding market trends and guiding investment decisions.