MEDIA
| Mar 2024
The SIA Report Q4 2023
By Gene Balas, CFA®
Investment Strategist
Key Investment Themes for 2024
As we enter 2024, investors face a landscape shaped by various themes. Three particularly noteworthy factors include the challenge of reconciling diverse economic perspectives, the ongoing influence of artificial intelligence (AI) and digital transformations, and the evolving terrain of geopolitical risks. Rather than attempting precise predictions, it may prove valuable for investors to explore the potential outcomes within the uncertainties of these themes, understanding their nuanced impact on the markets.
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Market Commentary|Nov 2023