Episode 6: Deciphering 2024's financial path

The Funds Europe Podcast

18-01-2024 • 13分

Join host Nick Fitzpatrick as he discusses with Jim Caron, Chief Investment Officer of the Portfolio Solutions Group at Morgan Stanley Investment Management, the anticipated financial landscape of 2024. Their conversation traverses critical topics such as the shifting dynamics in global markets, the expected trajectory of inflation, and the pivotal role of central banks like the Federal Reserve and the European Central Bank. Jim provides an in-depth analysis on how these factors influence investment strategies, emphasising the strategic importance of diversified portfolios in navigating the upcoming financial year's complexities.