November Market Review and 2024 Outlook

In this week’s podcast, Neil Williams, Founder and Head of LeifBridge Private Investment Services, and Ernst Knacke, Head of Investment Research at Shard Capital , as they discuss the phenomenal performance of November’s markets and provide insightful perspectives on what to expect in 2024.

The duo navigates the complex topic of interest rates, exploring perspectives from various central banks, before discussing the looming refinancing cliffs and their potential impact on central banks’ rate decisions. They also provide valuable insights into the shift in asset allocation, the possible opportunities in commodities, private markets, emerging markets, China, and Japan, plus potential risks to watch out for in 2024.

Listen in on the conversation below.

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