Thematic Equity Outlook
Insights
In 2023, while general markets experienced upswings, some segments saw declines. Here I offer some observations on 2023, armed with the wisdom of hindsight, as well as some foresight on the factors likely to impact thematic developments in 2024.
Summary
Strong growth and resilience make tech the new ‘safe haven’ of stocks.
Sustainability focus give EU stocks strong upside potential in coming decade.
Given their high quality, pure themes are trading at a discount.