Top Investment Considerations for Financial Intermediaries 2024

This report outlines key investment considerations for financial intermediaries in 2024. It identifies five critical issues that should be addressed in client portfolios, including responding to the changed opportunity set, integrating structural trends, accelerating capital deployment within a multi-sleeve private markets program, targeting asymmetric alpha, and considering opportunities in credit. The document discusses the transformation of the global investment landscape, emphasizing the impact of rising interest rates and the importance of alternative capital sources. It highlights the need for a strategic asset allocation review to adapt to evolving investment dynamics. The report also details the implications of a reshaped global efficient frontier and recommends exploring alternative investments to enhance portfolio efficiency. Advisors are encouraged to incorporate structural trends and emerging risks into their strategies while maintaining a long-term perspective on investment performance. Overall, the report serves as a guide for financial intermediaries to navigate the complexities of the current investment environment.