2024 Asset Allocation Perspectives / Outlook

In our latest episode, Sid and Erika cover some of the major themes in the recently produced 2024 Outlook and share their thoughts on the surprising resilience of the US economy, the mounting impact of higher rates, concerns about the deficit and fiscal situation in the US, and the potential economic and market impacts of AI and the GLP-1 weight loss drugs.

To read or download the accompanying report, please click here.

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The “Magnificent 7” reference the U.S. tech companies: Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia and Tesla.

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