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Capital Market Outlook (1st half 2024)

As we transition into a new year, it’s evident that the world is still adapting to the aftereffects of the COVID-19 pandemic and enduring geopolitical headwinds, such as the ongoing war in Ukraine. The economic landscape of 2023, though marked by these challenges, including the October unrest in Israel and China’s complex stance towards Taiwan, has also been characterized by significant developments and shifts. Amidst these dynamics, the ongoing climate crisis remains a crucial global issue, continually shaping our approach to sustainability and innovation. In this landscape, we approach the new year with a balanced perspective, recognizing both the challenges and the opportunities that lie ahead. Each situation, while presenting its own set of complexities, also offers avenues for growth and learning. As we look towards the unfolding of 2023, our focus is on navigating these times with a pragmatic and thoughtful approach, ready to adapt and respond to the evolving global scenario.

Topics analyzed in our 2024 capital market outlook:

  • Review of 2023: A historic surge in interest rates
  • Winners and losers: A Reflection of the Previous Year
  • Market Outlook: Divergent Paths for Europe and the USA
  • Bonds: The window of opportunity remains open
  • Equities: A bountiful table for Value-Investors?
  • Foreign exchange: Underestimated Scandinavia
  • Commodities: Israel’s Gas Fields Influence the Energy Market
  • Opportunities and risks: On Geopolitics and Fallen Angels
  • Outlook: Our strategy for the coming year

In our 2024 Capital Market Outlook, we take a deep dive into the significant developments of the past year and their implications for the future. The document starts with a review of 2023, focusing on the historic surge in interest rates and its impact on the global economy. This section helps set the stage for understanding the shifts in market dynamics. Our outlook also examines the diverging economic paths of Europe and the USA, highlighting how these differences could affect global markets. This part of the report is particularly insightful for investors looking to tailor their strategies to regional variations.

In the bond market, we explore the continuing opportunities, suggesting that despite the changing economic landscape, there remains significant potential in this area. This section is particularly valuable for those interested in fixed-income investments. For equities, we evaluate the prospects for value investors. This analysis is key for understanding where the undervalued opportunities might lie in a market that has seen considerable fluctuations. We discuss the balance of opportunities and risks, especially in the context of geopolitical tensions and the rise of ‘fallen angels’ – entities that have experienced significant declines but may offer hidden opportunities. Finally, the report wraps up with our strategy for the coming year, providing a concise guide on how to navigate the complexities of the current market environment and where to look for potential growth and stability. This document is designed to be straightforward and practical, offering clear insights and actionable advice for investors navigating the complexities of today’s capital markets.

Do you want to learn more?

We are happy to pass on more knowledge to you in this information brochure.  As an established asset management company with more than 2 decades of experience and over 1,000 customers, Genève Invest is one of the renowned representatives of the financial sector.

Thanks to these decades of experience, we are able to give you, as a private investor, valuable first-hand insights into the area of ​​profitable asset management.

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At this current juncture in the market, characterized by the transition from recent interest rate hikes to expected rate reductions, there’s a notable shift in the investment landscape of both equity and bond markets. This period presents a unique set of circumstances that may not be frequently repeated, highlighting its significance in the broader economic context.

For those seeking a deeper understanding of these market dynamics and their implications, the “Capital Market Outlook 2024” offers an in-depth analysis. The report provides a comprehensive overview of the current economic environment, exploring various strategies, risks, and potential developments.

In this higher interest rate climate, the report sheds light on the evolving conditions in the bond market. It also examines the equity market, particularly focusing on companies that did not significantly recover in price during 2023. The full report is available for download, offering valuable insights for those interested in a detailed exploration of these topics.

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