Chief U.S. Economist Lara Rhame joins Andrew Korz to forecast the key macro and market trends for investors in 2024 and review last year’s predictions.

Chief U.S. Economist Lara Rhame offers her predictions for the 10 essential macro and market trends facing investors in 2024.

Ryan Caldwell and Lara Rhame review the 3D Report for Q4 2023.

2023 Year-end strategy note

This week’s chart looks at private CRE debt’s notable yield premium to cash, even as cash yields are elevated.

Absolute return Generate positive low-correlated returns over a complete market cycle Investing for absolute return Absolute return strategies may help investors to generate low-correlated returns across market environments by seeking complementary growth in rising markets, performance when markets lack direction and managing the downside when markets fall. FS Multi-Strategy Alternatives Fund A liquid alternative, multi-strategy...

Hedge inflation Identify assets that tend to perform well during periods of high or rising inflation Investing for hedging inflation Recent data may serve as painful lessons that the old diversification playbook needs to be rewritten for a time when bonds no longer balance stock volatility. Within this environment, investors may be wise to turn...