Institutional Investors Remain Optimistic for 2024
A Commonfund survey of more than 200 institutions indicated confidence that the U.S. will not face a severe recession in late 2024 or early 2025.
Price/earnings multiples will fall amid little-appreciated economic weaknesses, per economist David Rosenberg.
In 2035, emerging markets will gain a slight edge, and they will have a clear lead by 2050: 47% to 27% of global capitalization.
While political controversy dogs green initiatives, artificial intelligence replaces them as the new popular topic.
Traders in the beaten-down commodity, an economic bellwether, are taking long positions in its futures.
They have ample liquid assets—and show little sense of fear.
The commodity has been having a good month despite a recent report of low demand.
The market expects them to start next year. Maybe not, says LPL’s Gillum.