A world where animal spirits are running wild is also one that has temporarily divorced from fundamentals. Experience tells us this often doesn’t end well.
The wealth transfer from Baby Boomers to their offspring, which is in full swing, has got the taxman’s full attention, especially as it pertains to capital gains payments, trust structures and potential breaches of the Tax Act’s Division 7A.
2024 Franklin Templeton market outlook: Flexibility, resilience and opportunity
The Franklin Templeton investment teams share where they see investment opportunities across asset classes in the attached Global Investment Outlook paper.
In this publication, Franklin Templeton Institute and various independent investment teams provide a diversity of thinking.
This diversity is reflected in wide-ranging views on macro topics such as the growth, inflation and interest-rate outlook, as well as where they believe the best investment opportunities can be found in 2024.
The Franklin Templeton investment teams share their perspectives on the outlook for 2024 through their responses to the following questions:
- Do you expect a soft or hard landing in the major economies?
- How will the path of interest rates and inflation develop in the major economies?
- What catalyst could drive a significant shift in your asset-class focus?
- Where do you see the best investment opportunities?
- What are the main areas of risk?
- What could be a major surprise to markets in 2024?
