Premium Investment Service (December 2023)

State of Play
The purpose of this thematic is to provide you with an update of the ‘State of Play’ regarding the data supporting each of our various market scenarios for 2024. Just how assured is our ‘Base Case’ global recession scenario? What are the odds of either the ‘Terminal, Terminal’ or ‘Soft Landing’ outcomes coming to fruition? What variables should we be focusing on to discern whether our ‘Base Case’ is morphing into any of the alternate scenarios? This thematic aims to address precisely these type of questions…  

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