4 for '24: Year Ahead Outlook

4 for '24: Year Ahead Outlook

December 22, 2023

2023 will likely go down in history as a year of extreme speculation. However, we believe there are once-in-a-generation investment opportunities for 2024 resulting from that overly speculative myopia.

In our year ahead outlook, we outline 4 themes embedded in our portfolios for 2024 that cut through the speculation. Similar to the opportunities after the Technology Bubble, there seem to be plenty of attractive investments - they're just not in this year's favorite "Magnificent 7." 

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