2024: navigating a complex landscape | Insight Investment

Adrian Grey, Global Chief Investment Officer

Key takeaways:

• With half the world going to the polls and geopolitical risks elevated, the investment backdrop is complex and could change rapidly.
  
  
• A new rate regime is likely upon us, with rates now in a higher range than seen during the post financial crisis period.
  
  
• In our view, markets don’t need aggressive rate cuts to perform well.