2023-12-16 20:32:17
Published on December 16, 2023 at 9:32 p.m. / Modified on December 16, 2023 at 9:32 p.m.
The euphoria experienced by the markets, both on the stock and bond fronts at the end of the year, reflects the enthusiasm that has driven investors since they were reassured by the head of the American Federal Reserve, Jerome Powell: no more rate hikes. No more inflation. But, warns Lars Kalbreier, we will have to wait until 2025 to see global growth accelerate again. It will remain weak next year, even negative. Overview of the opportunities for 2024 with the investment manager of the Swiss group Edmond de Rothschild, which managed 164 billion francs as of June 30.
Le Temps: How are you approaching 2024? Will it be a year of rupture or continuity?
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