Widening cracks in the investment landscape
At the midpoint of 2024, we are focused on a number of risks posed by fissures and fault lines in the economic terrain — and the need to navigate them successfully. Weakening global growth, still-sticky inflation, diverging monetary policy around the globe and growing political uncertainty all add to the uncertain footing. How might investors find their away around these cracks? In our view, the following portfolio themes point in the right direction.
- Step toward quality and scale back exposure to the ups and downs of the economic cycle.
- Take the path less traveled for alternative sources of yield and diversification.
- Plug into the clean energy transition.
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