There are signs of optimism in industrials, artificial intelligence is having an impact beyond tech companies, and EVs could still be a viable investment.
Fixed income investors are in a phase where rate cuts are the next big move to play for and strategic fixed-income positioning can help unlock income and returns in a rate-cutting cycle.
Commodities' 2024 story hinges on China's demand, India's rise, potential conflicts, the energy shift, extreme weather, and the path of inflation and the dollar.