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Wealth Insights

Global Wealth Investment Playbook

  • 5 minute read
Summary
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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 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.

Download the Highlights