@Generali.
The global economy showed remarkable resilience in 2023, avoiding the sharp recession that was widely expected at the start of the year. A continually shifting macro environment led to heightened volatility across asset classes. Inflation decelerated and a ‘higher for longer’ narrative around interest rates set in, with positive real yields returning capital competition to markets.
To answer these questions and more, we are pleased to present the latest views from the specialist AM firms across the Generali Investments ecosystem, as they look ahead to the risks and opportunities that 2024 may present.
