Q3 2024 Asset Allocation Outlook

We think the future remains bright for US equities

The latest edition of our Asset Allocation Outlook quarterly report provides extensive forecasts and analysis about how equities, bonds and interest rates will perform, including:

Why we think the equities bubble around AI can continue to inflate, with US stocks leading the way;
Why we expect decent returns from DM government bonds, with corporates outperforming by only a small amount;
Why we still expect more DM monetary easing than investors do as inflation falls back to target earlier than expected.

Download a complimentary copy of this report now to prepare for the next market shift.

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About our Asset Allocation coverage

Our Asset Allocation provides detailed analysis of the relative prospects for four major asset classes: equities, bonds, commodities and commercial property.

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