While 2023 created a challenging macro backdrop of stubborn inflation, heightened geopolitical tensions and sluggish growth, a yearend rally increased the prospect of a brighter 2024 economic outlook. David Lebovitz and Arjun Menon, Global Market Strategists, MultiAsset Solutions, discuss their investment predictions for the coming year, including risks and opportunities across all sectors and asset classes.

Timestamps:
(00:00) Introduction
(0:50) Macroeconomic backdrop
(5:12) U.S. equities and corporate profits
(8:40) Margins
(12:15) Europe and Japan equities
(16:05) China and other Emerging Market equities