1、Top investment considerations for financial intermediaries 2024 1Top investment considerations for financial intermediaries 2024Contents Introduction 21.Responding to the changed opportunity set 3 2.Integrating structural trends andaddressingemerging risks 53.Accelerating capital deployment within a

2、 multi-sleeve private markets program 74.Targeting asymmetric alpha 105.Considering opportunities in credit 12Conclusion 14Contact us 15Responding to the changed Integrating structural Accelerating capital Targeting asymmetric Considering opportunities ConclusionContact usContentsIntroductionTop inv

3、estment considerations for financial intermediaries 20242IntroductionWe have identified five issues that we believe financial intermediaries should consider for client portfolios in 2024.1.Responding to the changed opportunity set2.Integrating structural trends and addressing emerging risks3.Acceler

4、ating capital deployment within a multi-sleeve private markets program4.Targeting asymmetric alpha5.Considering opportunities in creditOur 2024 Themes and Opportunities paper calls the years ahead an“An Age of Agility.”It highlights the fact that the next 12 months abound with unknowns,that its esse

5、ntial to be wary of unrewarded risks and that everyone should keep in mind Alexander Popes message that“only fools rush in where angels fear to tread.”The global investment landscape is undergoing a profound transformation.The once disinflationary effects of globalization are waning,and the world is

6、 leaning increasingly toward factionalization and friend shoring.Issues such as resource nationalism,the possibility of“greenflation”due to energy transitions and emerging inflationary pressures highlight this transformation.The past trend of reduced labor costs due to automation and outsourcing is