Skip to main content
Capital Economics Roundtable

Invitation-only Roundtable

The World in 2024

Recessions, Elections and Rates – New year, new risks

Tuesday 12th December

Will the major economies enter 2024 in or near recession as monetary tightening takes its full toll? Which central bank will respond first to mounting evidence of disinflation and cut interest rates? How much portfolio risk do you or your clients face as election cycles from Taiwan to the US ramp up?

A team of our senior economists were joined by our partners in Investment Management for this exclusive in-person briefing all about the spectrum of risks facing economies and markets in 2024. During this session, experts from across our Global, US, EM and Markets teams discussed the macro events fund managers should watch for in the coming year, and their implications for asset allocation.

The team took questions from the audience as they addressed key issues facing the year ahead, including:

- Macro risks: The outlook for growth, inflation and policy across major developed and emerging economies;
- Geopolitical risks: Against a backdrop of elevated global tensions, what investors should watch for in a busy year for elections;
- Market risks: Including what’s next for bond markets as tightening turns to easing but fiscal concerns persist. 

Meet our speakers: