This mid-year investment outlook from Invesco highlights the economic and market trends shaping asset allocation strategies for 2024.
• Global Growth: Despite restrictive monetary policies, global growth remains resilient, with the U.S. showing some cooling and Europe and Japan improving.
• Inflation and Rates: Disinflation continues at varied paces, with rate cuts expected in Europe before the U.S., while Japan maintains a tightening stance.
• Market Opportunities: Risk assets, particularly equities and non-USD assets, are poised for gains amid rate cuts and improving global manufacturing.
For a comprehensive analysis of asset class strategies and risks, access the full report.
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