High returns help, but what’s more important is trust, accountability, and making sure that the remuneration structures aren’t “really cheeky”.
Capturing structural growth potential is not easy, but in uncertain markets, it’s essential, according to Ninety One. Investors are eager to explore the opportunities in artificial intelligence, and exposure to higher quality companies can successfully position them for an AI-driven future.
2024 Capital Market assumptions: scenarios and asset return forecasts for the next decade by Amundi
Delays in climate policy, rising geopolitical tension and the adoption of Artificial Intelligence (AI) are reshaping the long-term economic pathway. The evolution of these trends and the impact of high valuations in some areas will determine future expected returns. Bonds as a portfolio engine are back, while equity will see a reversal with the renewed appeal of global and Emerging Market equities. Emerging Market bonds, Hedge Funds and Private Debt will also become more attractive thanks to their diversification benefits.
