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By Gianluca D’ALESSIO, Head of Portfolio Management and Pasquale PALMIERI, Junior Portfolio Manager ESG Analyst, FARAD I.M.
Key words for investment managers in 2024 will no more be only “inflation”, “FED pivot” and “economic growth/recession”, but also “bond investments”. The end of the sharpest interest rate hike cycle in the last decades led an increasingly attractive yield perspective, and next year could be a turning point for investors, with significant inflows in the bond market thanks to an interesting risk/return profile, especially compared to some expensive equity areas/styles, while COP28 pointed out the needs and positive perspective for environmental oriented investments.
Mildly positive outlook 2024
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