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    2024: navigating a complex landscape

    2024: navigating a complex landscape

    29 January 2024 Global macro, Fixed income, Video

    Adrian Grey, Global Chief Investment Officer

    Key takeaways:

    • With half the world going to the polls and geopolitical risks elevated, the investment backdrop is complex and could change rapidly.

    • A new rate regime is likely upon us, with rates now in a higher range than seen during the post financial crisis period.

    • In our view, markets don’t need aggressive rate cuts to perform well.
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