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Perspectives Q4/2024

 al-het-nieuws
 

Every quarter, our fund managers analyse trends in the global economy and financial markets. Read their views on the fourth quarter of 2024.

Macroeconomic environment

  • The remarkable resilience of the US economy seems set to continue.
  • The Chinese government is implementing measures to stabilise the property market and stimulate economic growth.
  • Softer inflation has triggered a cycle of monetary easing on both sides of the Atlantic.


Financial markets

  • The rotation observed on stock markets in the third quarter is set to continue.
  • The main risk for stock markets at present is geopolitical.
  • The main theme for bond markets in the years ahead will be to seek alternatives to G-7 government bonds.