Lighthouse Canton Reflects on the Global Market Outlook for 2024 with an exclusive report - "Lifting the Anchors"
In the ever-evolving world of investment, anchoring biases and market perceptions play a pivotal role in shaping investor behaviour. As we stand at the crossroads of a post-2023 market scenario, with “value investors” deeming the market overvalued and a consensus pointing towards a benign economic outlook, the real question emerges: Are we on the brink of a delayed market downturn?
This report delves into the intriguing contrast between current economic data and market expectations of aggressive rate cuts. We also explore our current asset allocation strategy, which is a fine balance of multi-assets such as equities, fixed income, uncorrelated alternatives and commodities, and the potential triggers that might prompt a re-evaluation of this stance.
Join us as we navigate through these conflicting signals and uncover what the future might hold for investors in this uncertain market landscape
Read the report to access insights into
- Catalysts to ”Lifting the Anchors”
- An examination of our growth focused multi-asset class model portfolio
- Four Pillars model – An extended market examination across Economy, Rates and Currencies; Earnings; Valuations; Market/Price Signals
- Longer Term themes such as debt overhangs and growth, AI and innovation and politics and de-globalization
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