Our Asset Allocation Chart Pack has been updated with the latest data and our analysis of recent developments.
Both "safe" and "risky" assets have generally notched up strong returns this month. We expect safe assets to continue to rally as investors discount more central bank rate cuts; and while we think that risky assets may tread water over the coming months as economic data disappoint, we forecast equities to surge over 2024 as a whole as easing cycles start, economic activity accelerates, and AI hype builds.
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