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Big investors are tearing up market playbooks for 2024 based on timing an expected recession and interest rate cuts, as the world economy proves surprisingly resilient. They are turning. -January 11, 2024 at 01:10 am EST - MarketScreener ....
LONDON : Big investors are tearing up market playbooks for 2024 based on timing an expected recession and interest rate cuts, as the world economy proves surprisingly resilient. They are turning lukewarm on government bonds and away from big tech shares to bargain-hunt for stocks in sectors long hit by fe ....
Big investors are tearing up market playbooks for 2024 based on timing an expected recession and interest rate cuts, as the world economy proves surprisingly resilient. They are turning lukewarm on government bonds and away from big tech shares to bargain-hunt for stocks in sectors long hit by fears of a downturn that has yet to materialise. And while red hot stock markets remain vulnerable to any collapse in rate cut bets, some money managers believe sustained economic growth will buoy up small-cap shares, banks and cyclicals and could sweep cautious money back into equities. ....