Moo_Rich wrote a post · Nov 21, 2023 18:46

2024 ahead: Fund themes to watch in the coming year

Hi, mooers！

How time flies!

As we near the end of 2023, it's worth noting that high inflation and frequent changes in Federal Reserve interest rates have been constants throughout the year. The international market's volatility has resulted in significant fluctuations in commodity prices. Artificial intelligence (AI) has become increasingly integrated into our daily lives.

What is your investment plan and outcome for 2023? Which investment sector gave you the most satisfaction? Which fund left the deepest impression on you?

Regardless of whether you had gains or losses in the past year, we're all starting fresh soon! What lies ahead for us in 2024? Do you see any sectors with promising growth potential? Which fund themes do you believe have the most potential for success?

As of Nov 17, many institutions and investment experts have shared their investment outlooks for 2024, highlighting several themes worthy of consideration. Let's explore their insights and discover potential investment opportunities together!

What lies ahead for the world economy?

Goldman Sachs predicts the global economy will top expectations in 2024, driven by strong income growth and confidence that the worst of rate hikes are behind us. The investment bank forecasts the world economy to grow by an average of 2.6% next year, surpassing the 2.1% consensus forecast of economists polled by Bloomberg.

2024 ahead: Fund themes to watch in the coming year

However, S&P Global holds a different perspective. According to them, while central banks around the world have reached their peak cyclical policy rates, most still have a bias towards tightening. Furthermore, they expect most major economies, including the US, to experience weaker economic growth in 2024.

What lies ahead for the US stock market?

Mike Wilson, a strategist at Morgan Stanley, believes that US equities will eventually recover their earnings potential in 2024. Wilson is forecasting earnings to grow by 7% year over year in 2024, with top-line growth reaching between 4% and 5%.

"We think quality companies with a high return on invested capital, strong balance sheets, and reliable income streams will still grow earnings despite a tougher operating backdrop," said UBS.

Is the bond market still worth considering?

"It's a good time to be a bond investor, but it's a complicated environment," said Steve Boothe, Portfolio Manager of T. Rowe Price. "Short duration and intermediate duration high-quality assets, among other sectors of the bond market, offer both income and the potential for price appreciation".

Will positivity persist in tech and commodities?

BlackRock has stated that "2023 was the year AI exploded onto the scene, but we believe AI adoption is just beginning". The portfolio manager, Dom Rizzo, from T. Rowe Price, argues that the AI buildout is revolutionizing the data center market and could potentially be the most significant productivity booster for the global economy since electricity.

Source: Technavio - <Global Generative AI Market 2023-2027>

"Enterprises will be forced to take a focused look beyond 2024 to identify opportunities in the commodities sector but should be confident that medium-term efforts will prove fruitful as demand for renewable energy infrastructure and related metals grows more rapidly," said S&P Global.

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How did your investment plan perform in 2023? What's your outlook for 2024? Which themes do you believe have the most potential for growth in fund investments?

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1. What is your investment plan and outcome for 2023? Were there any challenges that surprised you?

2. Which investment sector gave you the most satisfaction? Do you have a particular fund in mind?

3. What is your fund investment plan for 2024? Are there any specific sectors that you are bullish on?

4. Which fund themes do you think have the most potential for growth?

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Source：

[1] T. ROWE PRICE EXPERTS SHARE 2024 OUTLOOK FOR GLOBAL FINANCIAL MARKETS

[2] Morgan Stanley’s Mike Wilson is out with his new 2024 outlook, and he sees the stock market stuck

[3] World economy to perform better than expected in 2024, says Goldman Sachs

[4] 2024 Thematic Outlook: Three themes to get investors off the sidelines

[5] See the Big Picture - 2024 Capital Markets Outlook: Issuance looks to rebound despite notably higher rates

[6] See the Big Picture - 2024 Energy Transition Outlook: Near-term risks abound for decarbonization, critical minerals

[7] The outlook for equities in 2024

[8] 2024 Equity Outlook: Investing When Cycles Are Out of Sync

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