Global Wealth Investment Playbook

Summary

In her role as Chief Investment Strategist for global wealth, Paula Campbell Roberts will share key investment themes each quarter. After a dismal 2022, the 60/40 portfolio performed well in 2023. The Q1 2024 Global Wealth Investment Playbook explores our belief that there is higher inflation bias in the system upheld by tectonic shifts like the energy transition, labor shortages and demographic challenges, investment in AI, and increased competition between nations. Increased inflation volatility and higher rates underpin our view for lower returns in public equity markets over the next 5 years. Against that backdrop, we believe private market Alternatives may become even more critical to help hedge against inflation, reduce volatility, and increase diversification.

You can explore and download highlights from this quarter’s Global Wealth Investment Playbook below. You can also subscribe to receive the latest highlights in your inbox each quarter.

EXPLORE THE HIGHLIGHTS

01	Four tectonic shifts
02	The new investing environment
03	Correlations likely to remain high
04	Volatility has contributed to uncertainty
05	A historical year for public policy
06	The increasing importance of alternatives
07	Portfolio tilts to achieve investor objectives
08	Alternatives enhanced framework for wealth
09	The opportunity cost of missing out
10	Not ‘your grandpa’s infrastructure’
11	Opportunities in private credit
12	Higher rate refinancing & real estate
13	Decomposition of private equity returns
14	The right entry point is important

Download the Highlights

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Global Wealth Investment Playbook

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