In our 2024 outlook, we highlight the current macro backdrop, three key questions our clients are asking and investment considerations they may want to make.
Purse strings loosen, despite rising concern about public equity valuations
The 2024 CIO Sentiment Survey finds asset owners increasingly willing to make significant allocation shifts after several years of reticence. They have a greater appetite for risk and are increasingly experimenting with new asset classes, but they are concerned about high public equity valuations.
