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2024 Investment Outlook

What will the year bring for investment markets?

Summary

Many commentators are predicting share market returns to be flat this year, pointing to potential risks such as the United States election and growing tensions in the Middle East. At NZ Funds, we believe the data supports a more optimistic outlook and that many of the negative headlines are a classic sign of skepticism, often seen at this point in the cycle.

To use the famous quote from Sir John Templeton, bull markets are born in pessimism, grow in skepticism, mature in optimism, and die in euphoria. In our first Monday Call for 2024, Mark Brooks, Portfolio Manager at NZ Funds, and Stephan Clark, Chief Client Officer at NZ Funds, discuss why NZ Funds believes the global economy has mostly healed from the disruption of Covid, what the United States election may mean for investment markets and our outlook for gold and crypto, among other important topics. 

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