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We expect macro and market uncertainty to remain a commanding theme in 2024 with inflation, rates, and economic growth top of mind for most investors. With a broad range of tools at their disposal, alternative strategies may help investors pursue a variety of objectives, from higher returns to diversification. Meanwhile, private market conditions are evolving and may offer their own set of opportunities.
Outlook contents
Embracing uncertainty: Three alternatives ideas for a macro-driven world
Even as investors wrestle with the economic unknowns heading into 2024, Multi-Asset Strategists Nick Samouilhan and Adam Berger see opportunities to put alternative investments to work.
Private credit: Key market themes for the year ahead
In our annual private credit outlook, learn about three themes that have dominated headlines recently and may create opportunities for parts of the private credit market going forward.
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