{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Beyond Markets","title":"Market Outlook 2024 – The start of a new cycle","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/4142b09d\"></iframe>","width":"100%","height":180,"duration":2069,"description":"After global inflation and growth rates finally slowed down in 2023, what should investors expect for 2024?\nIn this episode of the Beyond Markets podcast ‘Market Outlook 2024 – the start of a new cycle’, Christian Gattiker, Head of Research, and Mark Matthews, Head of Research Asia, talk to Bernadette Anderko, Investment Writer about the current and expected market environment as the new economic cycle unfolds, and what opportunities this should present.\n00:33 Introduction\n01:16 When will rate cuts begin?\n03:22 Global growth and inflation expectations for 2024\n04:29 A soft landing is expected\n05:43 Risks from China\n09:04 Our key calls for 2024\n13:27 Fixed income in focus\n16:38 Emerging markets bond recommendations\n19:27 Developed market equities- Quality growth and a defensive tilt\n23:25 Add cyclicals in anticipation of the new cycle\n24:29 Japanese equities\n27:44 Swiss assets\n29:39 Commodities\n31:23 US election year\nWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player. ","thumbnail_url":"https://img.transistorcdn.com/11BnEfZU7rka4GVHoUpqhWArVzb8RoTTrwhLaXT0-wM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzE5NzI2LzE2MTY1/NzYyNDItYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}