Global equities continued their rally in Q1 2024, while developed government bonds declined. Potential shifts from cash and money market funds into riskier market segments could influence asset allocation in the year ahead. With uncertainty around interest rates and substantial capital remaining “on the sidelines” in money market funds, we are watching a potential shift of cash into riskier assets such as duration, corporate credit, and equity throughout the year.
Join this webinar where we explore the relationship between corporate bonds and equities. In light of the ongoing bull market in stocks, we also examine the prevailing risks in the US market and their implications for those investors moving out of cash positions in 2024.
Given the current global landscape, distinguished by a dynamic geopolitical map and the rewiring of economies‘ supply chains, we will also discuss the risks and opportunities involved in single country investing.
Agenda topics
- Shifts in credit market dynamics since 2020
- Equity market view - marked by regional divergence in style
- Reimagining country investing
