Global Wealth & Investment View Q4 2024
Your look into the most important investor insights for the quarter
Welcome to the Global Investment View Q4
The Global Investment View distils the thinking of the Global Investment Strategy Group that brings together the insights of Investec Wealth & Investment’s professionals in the UK, South Africa and Switzerland. The Group meets quarterly to map out our outlook over the following 18 months, setting a risk budget and identifying some of the potential icebergs that lie in the global investor’s path.
Download the Global Investment View Q4 | 2024
Global markets have recently been subject to two sizeable risk-off events – and full recoveries. The resilience of the market has been remarkable and with the Fed cutting rates, there is the prospect of a new cycle starting.
We expect South African consumer inflation to get to around 3% by October, allowing ample scope for further rate cuts.
Executive view of the quarter
The GISG kept its global risk budget score at -1 on a scale of +3 to -3, while the SA risk score was maintained at 1.5 on a scale of -3 to +3.
Click here to download the Executive Summary Q4 2024.
