Minerva Investment Management Society

Investment Outlook

Global Outlook - March 2024

· Investment Research

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Summary

The first section of the report continues to provide a comprehensive analysis of macroeconomic trends, geopolitical evolutions, and recent developments that are currently influencing market dynamics.

Following this, the second section offers a detailed examination of various asset categories. It carefully assesses fixed income, equities, currencies, and commodities, presenting an analysis of the relative attractiveness of these asset classes. This part of the report is dedicated to detailing exposure preferences, based on an in-depth evaluation of current and projected market conditions.

As always, our objective is to provide a report that serves as a valuable resource for understanding market trends and guiding investment decisions.

Authors

  • Marco NeriHead of Investment Research
  • Angelo TruonoCo-Head of Investment Research
  • Giovanni PorporinoFixed Income Strategist, Lead
  • Marco CacciaFX & Commodities Strategist, Lead
  • Nicolas CarloneEquities Strategist, Lead
  • Lorenzo De FeliceFixed Income Strategist
  • Giuseppe ProvenzanoFixed Income Strategist
  • Giovanni FrancescatoFixed Income Strategist
  • Alessandro PalascianoFX & Commodities Strategist
  • Bartu ŞenFX & Commodities Strategist
  • Massimo BiavardiFX & Commodities Strategist
  • Elia MarencoEquities Strategist
  • Zhang PengchengEquities Strategist
  • Lukas LouhiluotoEquities Strategist

Details

Published
15 March 2024
Division
Investment Research
Type
Investment Outlook
Pages
13
Authors
14

Cite this report

Minerva Investment Management Society (2024). Global Outlook - March 2024. Investment Research. https://minervaims.org/archive/global-outlook-march-2024

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