Key Factors Driving Investment Decisions in 2024

A key driver of our success at Revere Capital is a deep understanding of the macro and micro economic trends that impact investment allocations and returns. We recently compiled a collection of reports and forecasts from the leading investment firms outlining the critical factors investors must consider heading into 2024. The Revere team is analyzing these now to glean the insights that will drive our investment and origination strategies for the coming year.

Goldman Sachs (Macro): https://www.goldmansachs.com/intelligence/pages/macro-outlook-2024-the-hard-part-is-over.html

BlackRock (Thematic): https://www.blackrock.com/us/financial-professionals/insights/2024-thematic-outlook

UBS: https://www.ubs.com/global/en/wealth-management/insights/insights-display-adp/global/en/wealth-management/insights/chief-investment-office/house-view/daily/2023/latest-10112023.html

iShares (Thematic): https://www.ishares.com/us/insights/2024-thematic-outlook#artificial-intelligence

J.P. Morgan (Election): https://www.jpmorgan.com/insights/outlook/market-outlook/2024-elections-3-thoughts-on-the-year-ahead

Morgan Stanley: https://www.morganstanley.com/ideas/thoughts-on-the-market-global-outlook

Fidelity International: https://www.fidelityinternational.com/editorial/article/the-economy-in-2024-something-will-give-87af1a-en5/

Goldman Sachs Asset Management: https://www.gsam.com/content/gsam/dk/en/advisers/about-gsam/news-and-media/2023/goldman-sachs-asset-management-releases-investment-outlook-for-2024.html

BNP Paribas Asset Management: https://viewpoint.bnpparibas-am.com/investment-outlook-2024-stepping-into-a-new-reality/

Lazard: https://www.lazard.com/media/qo1hdfy1/global-outlook-2024.pdf

Barclays Private Bank: https://privatebank.barclays.com/insights/2023/november/outlook-2024/

Vanguard: https://corporate.vanguard.com/content/corporatesite/us/en/corp/articles/investment-economic-outlook-nov-2023.html