Outlook 2024Markets in the age of the 3D Reset
“The 3Ds of decarbonisation, demographics and deglobalisation are forcing investors to recalibrate their view of the world. Interest rates and inflation may be stabilising, but we need to get used to new ranges. The stakes have been raised; investors need to work harder to outpace inflation and to compete against a return on cash in the bank.”
Johanna Kyrklund, Co-Head of Investment & Group CIO
So, how are investors in equities, fixed income and private assets responding to this challenge as they look to 2024? Find out from our experts where they’re finding the best opportunities to benefit from the 3Ds and what it means for your money.
Australian Outlook 2024: A disruptive return to the old normal
In our Outlook Series for 2024, Schroders’ experts give us their on-the-ground take of markets, and pull back the curtain on the thinking and strategies that will guide their capital allocation in the new year.
THE 3D RESET
The world's disruptive return to the old normal