Portfolio Manager Dan Siluk identifies which regions have too much loosening priced in, and which have too little.
Insights
Precision agriculture, electric vehicles, and other long-term trends could grow in prominence and help boost the industrials sector in 2024.
With depressed valuations and accelerating innovation, we believe the sector offers an attractive combination for long-term investors.
The performance of consumer stocks could hinge on where households decide to aim their spending power next.
While the risk of bank failures has fallen, investors will want to watch for measures of strength in the sector, such as valuation, diversified product offerings, and return of capital.
Jenna Barnard and John Pattullo consider the outlook for bonds in 2024, positing that different routes are likely to lead to the same destination.
Hear about the major trends that could shape the energy sector in the new year.
As initial enthusiasm for AI subsides, investors will need to focus on identifying practical applications and other sources of durable growth.
Our experts discuss market expectations and portfolio implications for the year ahead.
Jonathan Coleman says the outlook for U.S. small-cap stocks is growing stronger based on historical trends and long-term growth opportunities.
Ben Lofthouse discusses why he maintains a positive outlook for dividends in 2024.