2024: The wasted year

As we enter the second quarter of 2024, we're still left in the dark about whether or not the recession will come, and with that, rate cuts. The narrative hasn't changed. Debt, however, is increasing while politics and geopolitical uncertainty play a big role. All of this comes with risks and opportunities that you can read more about in our Q2 Outlook. You can, for example, read about why European defence stocks are interesting, why 5-year sovereign bonds are attractive, and why the USD isn't where to go in forex. You can also learn why the sideways movement of the commodities market may soon turn out to favour investors.

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In this edition: 

Read our SaxoStrats' views on how to invest in an environment where something should give, but the reality is that growth darlings have defied gravity for a long time. Learn how this may affect your investment strategy for Q2 2024 and beyond.

Watch the Q2 Outlook webinar now

If you want to dig deeper into "2024: The wasted year", watch this webinar recording, where the SaxoStrats go through what you need to be aware of in the second quarter of 2024.

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