Outlook for the 2024 investment year

We are facing an investment year 2024 with two faces. What does this mean in concrete terms and what forces are acting on the financial markets?

Investment year 2024 - a panoramic view (iStockfoto.com).

The financial markets were extremely volatile in 2023. They then took off at the beginning of November. Signals of interest rate cuts from the Fed drove the US stock markets to record highs. However, it is doubtful whether this price rally will last. The first half of the year is said to be characterized by recession fears, which are likely to materialize. More optimism is expected in the second half of the year, according to Dr Anja Hochberg. 

"The investment year 2024 will become challenging again," says Dr Anja Hochberg in a conversation with Veronika Müller-Wilmes.


Investment Strategy