2024 Macro and markets outlook

Lara Rhame joined Asset TV to share her macro and markets outlook for 2024. She addressed expectations for growth, inflation, rate cuts and the asset classes that may succeed in this year’s economic landscape. Lara forecasted last quarter’s impressive growth is likely to continue into the year, albeit at a slower 1.5%. She cautioned investors against complacency on inflation and pointed to the huge gap between Fed signals and market expectations for future rate cuts. Finally, Lara highlighted the continued high correlation and overpriced publicly traded equities that suggest income, growth and diversification may be better accessed through middle market private equity and other alternative strategies.