Wealth Outlook 2024 - Slow then grow

Table of contents	2
Overview	4
Taking advantage of the market's big reset	5
Slow then grow	10
Geopolitics and elections: Assessing risk in 2024	24
Core	33
Core portfolios could be ready to shine	34
Alternative investing in 2024	41
Peak rates equals peak income: extend duration	47
Opportunistic	53
Our top 10 potential high conviction opportunities	54
Investing with and in unregulated financial companies	71
Unstoppable trends	76
How generative AI might reshape every sector	77
AI-propelled digitization in 2024	82
OPEC’s unlikely role in the green energy transition	86
For investors, healthcare innovation is on sale	92
The implications of G2 polarization on global technology	98
Regional asset class previews	105
Asia: faster growth for 2024 as headwinds recede	106
Europe: A slow recovery, with stronger equity returns put off deeper into	115
Latin America: Potential opportunities amidst low valuations	120
North America: an emerging set of new opportunities	126

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