Our 2024 Investment Themes mid-year update

We are pleased to announce the update of our investment themes for the remainder of 2024, developed by our team of investment strategy experts.

In a geopolitical context dominated by conflict and numerous elections, uncertainty is weighing on growth and investors remain glued to central banks ahead of further key rate cuts. To equip you to navigate this complex landscape during the second half of this year, we present four investment themes driven by long-term themes and offering attractive opportunities.

1. Hunting for Deep Value amid an “everything” bull market. Despite strong growth in equity markets year-to-date, we have identified some cheap asset classes and regions that the patient investor may wish to consider.
   

2. Bonds are back (again): the last chance to lock in high rates. Despite forthcoming rate cuts, there are still some attractive opportunities in the bond market. This theme looks at solutions for capturing still high yields over the long term.
   

3. Winners in a multipolar world. Amid heightened geopolitical instability and uncertainty, this theme highlights emerging trends, sectors and countries set to benefit from this new multipolar world. 
   

4. Demographics & Healthcare: achieving more with less.  In the context ofageing populations, a mounting importance of wellness, and advances in Artificial Intelligence, investors could seize opportunities in healthcare via our selection of stocks and dedicated funds.

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