Outlook 2024: Actionable ideas for a world in transition

Outlook 2024: Actionable ideas for a world in transition


Gregory A. Gizzi

  • Managing Director, Head of US Fixed income and Head of Municipal Bonds, Senior Portfolio Manager
  • Read bio

Bradley Klapmeyer

  • Managing Director, Senior Portfolio Manager
  • Read bio

As we look ahead in 2024, the macroeconomic backdrop remains volatile and challenging. Inflation is still above central bank targets, developed-world gross domestic product (GDP) growth is slowing, recession risks are high, and geopolitical risk is on the rise.

However, volatility creates opportunities for investors.

Watch the replay of this webinar in which Macquarie Asset Management’s investment experts help answer some of the biggest questions on investors' minds in the new year, including:

  • How will economic growth and inflation evolve in the year ahead?
  • Where are the biggest opportunities in both fixed income and equity markets?
  • What can investors expect in 2024 and beyond?

[3387495] 02/24

For financial professional use only. Not for use with the general public.

Investing involves risk, including the possible loss of principal.

Past performance does not guarantee future results.

This webinar is for informational purposes only. Please see registration page for additional information and risk disclosures.

The views expressed represent the investment teams' assessment of the market environment as of February 2024 and should not be considered a recommendation to buy, hold, or sell any security, and should not be relied on as research or investment advice.

IBOR risk is the risk that changes related to the use of the London interbank offered rate (LIBOR) or similar rates (such as EONIA) could have adverse impacts on financial instruments that reference these rates. The abandonment of these rates and transition to alternative rates could affect the value and liquidity of instruments that reference them and could affect investment strategy performance.

All third-party marks cited are the property of their respective owners.