campervans @campervans: "𝙂𝙤𝙡𝙙𝙢𝙖𝙣 𝙎𝙖𝙘𝙝𝙨 - 𝙈𝙞𝙙-𝙮𝙚𝙖𝙧 𝙊𝙪𝙩𝙡𝙤𝙤𝙠..."

United Arab Emirates

𝙂𝙤𝙡𝙙𝙢𝙖𝙣 𝙎𝙖𝙘𝙝𝙨 - 𝙈𝙞𝙙-𝙮𝙚𝙖𝙧 𝙊𝙪𝙩𝙡𝙤𝙤𝙠 Download the PDF here -> bit.ly/3Wd2htY The Goldman Sachs - Mid-year Outlook, for the second half of ‘24 paints a financial world in flux, driven by persistent inflation, geopolitical instability, and the transformative waves of technological innovation. As we edge past the mid-year mark, the investment landscape for 2024 presents untapped opportunities. We’re entering a period of increasing uncertainty. This is where I feel most comfortable playing - the opportunities in the next 18 months could be similar to the opportunities in 2020. This complex backdrop is likely to benefit those that take a bold and often contrarian approach. Patients will be important, but high conviction equally so. The report highlights a critical pivot from traditional large-cap equities to more dynamic arenas such as small-cap companies and sectors ripe with AI advancements. With interest rates’ normalisation crawling at a tortoise’s pace, fixed income markets are set for a nuanced re-engagement, emphasising active management and strategic duration assessments. Highlighting the great risk reward in corporate bonds over the coming year. This strategic shift isn't just about diversification; it's about preemptive adaptation to a world with new macro drivers and disruption across many industries - where bonds and disrupted industries could drive most of the returns. Emerging markets, particularly in Asia, are transforming to regions of stability and reform-driven growth. Tactical positioning in these regions could provide an edge over US only markets (certainly on a risk adjusted basis). India, Japan and South America are my picks here. 𝙆𝙚𝙮 𝙄𝙣𝙫𝙚𝙨𝙩𝙢𝙚𝙣𝙩 𝙩𝙝𝙚𝙢𝙚𝙨 𝙖𝙣𝙙 𝙞𝙙𝙚𝙖𝙨 𝙛𝙧𝙤𝙢 𝙩𝙝𝙚 𝙧𝙚𝙥𝙤𝙧𝙩 𝙖𝙣𝙙 𝙝𝙤𝙬 𝙩𝙤 𝙥𝙡𝙖𝙮 𝙩𝙝𝙚𝙢: 💵 Bond - $LQDE.L 🤖 AI - $BOTZ 🏗️ Infrastructure - $IGF 🌏 Emerging markets - $INDA 🌱 Green - $ICLN Always worth remembering this is a sell side report. It’s detailed and accurate, but biased (for a breakdown of what reports to trust check this article out -> etoro.tw/4bVCRqy)