The Investment Playbook for 2024: Visualized
![The Investment Playbook for 2024: Visualized](/_next/image?url=https%3A%2F%2Fcdn.voronoiapp.com%2Fpublic%2Fimages%2Fvoronoi-The-Investment-Playbook-for-2024-Visualized-20240510131304.webp&w=3840&q=75)
As investors look ahead to next year’s global economic environment of higher interest rates and heightened geopolitical fragmentation, growth concerns and unexpected volatility present new challenges.
With many top banks advising on putting capital to work while urging caution and active management of portfolios for 2024, which investment strategies and assets are they looking at for the upcoming year?
This graphic compiles insights from the 2024 investment outlooks of various major institutions like Goldman Sachs, J.P. Morgan, UBS, and more into a single investing playbook for next year. From their core defensive holdings to the more aggressive investing themes they’re eyeing, here’s what many of the top banking institutions agree on for next year.
This visual is from our forthcoming 2024 Global Forecast Series Report
Dataset
Offensive Plays | Don't miss out on the Al opportunity in equities |
---|---|
Japanese assets for secure diversification in developed markets | |
Mexico will benefit from geopolitical fragmentation | |
Defensive Plays | Lock in high yields with bonds |
Quality equities with strong balance sheets and resilient margins | |
Be cautious, but don't get stuck in cash. There are better options | |
Outlier/Contested Plays | Inflation-protected bonds and assets |
Commodities and other alternatives to hedge geopolitical volatility | |
Green bonds and climate resilience |