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Investment Outlook Q4 2024: Equities - key topics and focus areas

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Equities - key topics and focus areas

Sep 13, 2024

Willem Sels, our Global CIO sat down with Kevin Lyne-Smith, Global Head of Equities to discuss the outlook for global stock markets for Q4 2024. Many companies have strong earnings power, and technological innovation - especially around AI – has the potential to trigger further acceleration. As more and more AI-integrated products and services are launched, the productivity gains can be massive. Areas that should benefit include digital infrastructure, especially the datacenters, cloud and cooling systems. Asia also stands to benefit from the AI revolution, as Japan is moving up the value ladder, while India finds support from the growing middle-income consumers and the large IT services sector, while also acting as a diversifier.

Investment Outlook Q4 2024: Equities - key topics and focus areas Watch the video: Investment Outlook Q4 2024: Equities - key topics and focus areas
Discover our latest in-depth investment views and insights in our video with Global Chief Investment Officer, Willem Sels and Global Head of Equities, Kevin Lyne-Smith.

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