Perspectives on the Year Ahead

Views from Our Portfolio Managers

  • Rockefeller Asset Management

After a year marked by volatility in both equity and fixed income markets, we asked our portfolio managers across asset classes to take stock of the lessons learned in 2023 and look forward to where they see opportunities in 2024.

Our Small Cap, Global and International, Fixed Income, and Thematic portfolio managers answered four key questions from their unique perspectives:

  • What was the most important macro trend, or biggest surprise in 2023?
  • What do you expect from 2024 in terms of macro trends?
  • Where are the biggest opportunities in 2024?
  • What should investors keep in mind as 2024 unfolds?