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Jan 2024
53m 50s

MM137: 2024 Market Predictions with Co-F...

AMPLIFYME
About this episode

Is the market right to price in six rate cuts from the Fed? Will the magnificent seven be seen as growth stocks or defensive plays? Will bonds and stocks be correlated in 2024? Piers breaks down the themes that matter.


Also, the world's biggest hedge funds have revealed their 2023 performance.


In this conversion, we explain what the following terms mean:


  • Systematic and discretionary strategies
  • Macro and quantamental investing
  • Fixed income relative value trades


Don't forget to subscribe and join us on our journey to unpack the major themes in markets every week in 2024.



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