Экономические обзоры и прогнозы на 2024 год от банков, инвестбанков и управляющих компаний

Предлагаю вам, если у вас очень много времени 🤣 изучить эти обзоры и прогнозы на 2024 год от банков, инвестбанков и управляющих компаний.

Многое (да, я частично прочитал их😈), касается уж слишком корпоратфинансов, но для общего развития норм. Несмотря на преамбулы к обзорам, которые могу шокировать грустью, в целом всё консервативно-позитивно (по крайней мере то, что я уже успел прочесть).

P.S. Что касается бухгалтеров, то им надо временно отключить «внутреннего бухгалтера» и подняться на более высокий уровень абстракции, а то я со знакомым бухгалтером уже увяз в двух цифрах 🙄

P.P.S. Буду обновлять по мере появления новых прогнозов.

Банки США

J.P. Morgan https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/mi-investment-outlook-uk-en.pdf

J.P. Morgan Private Bank https://assets.jpmprivatebank.com/content/dam/jpm-pb-aem/global/en/documents/insights/latest-and-featured/Outlook-2024.pdf

Goldman Sachs https://www.goldmansachs.com/intelligence/pages/gs-research/macro-outlook-2024-the-hard-part-is-over/report.pdf

Morgan Stanley https://www.morganstanley.com/ideas/global-investment-strategy-outlook-2024

Bank of America https://newsroom.bankofamerica.com/content/newsroom/press-releases/2023/11/bofa-global-research-calls-2024--the-year-of-the-landing--.html

Bank of America Private Bank https://www.privatebank.bankofamerica.com/articles/market-outlook-2024.html

Citi https://www.privatebank.citibank.com/doc/investments/outlook/Citi_Wealth-Outlook-2024.pdf.coredownload.inline.pdf

Wells Fargo https://saf.wellsfargoadvisors.com/emx/dctm/Research/wfii/wfii_reports/Investment_Strategy/outlook_report.pdf

BNY Mellon https://www.bnymellonwealth.com/content/dam/bnymellonwealth/pdf-library/articles/BNY_CMA_V4.4_21Nov2023.pdf

State Street https://www.ssga.com/library-content/assets/pdf/global/global-market-outlook/2023/gmo-2024-full.pdf

Lazard https://www.lazard.com/research-insights/global-outlook-2024/

T. Rowe Price https://www.troweprice.com/content/dam/iinvestor/resources/insights/pdfs/tectonic-shifts-create-new-opportunities.pdf

TD Securities https://www.tdsecurities.com/ca/en/global-strategy-outlook-2024

Charles Schwab https://www.schwab.com/learn/story/2024-global-outlook-big-picture

RBC Capital Markets https://www.rbccm.com/en/story/story.page?dcr=templatedata/article/story/data/2023/12/2024-global-macroeconomic-outlook

Банки ЕС

UBS https://www.ubs.com/global/en/wealth-management/insights/chief-investment-office/a-new-world/year-ahead.html

HSBC https://www.assetmanagement.hsbc.co.uk/en/institutional-investor/2024-investment-outlook

Deutsche Bank https://flow.db.com/more/macro-and-markets/outlook-for-2024-the-race-against-time

BNP Paribas https://viewpoint.bnpparibas-am.com/investment-outlook-2024-stepping-into-a-new-reality/

Barclays https://privatebank.barclays.com/insights/2023/november/outlook-2024/

Инвестбанки

Deloitte https://www2.deloitte.com/uk/en/insights/industry/financial-services/financial-services-industry-outlooks/investment-management-industry-outlook.html

PwC https://www.pwc.com/us/en/services/consulting/deals/us-capital-markets-watch.html

EY https://assets.ey.com/content/dam/ey-sites/ey-com/en_us/topics/strategy/ey-executive-briefing-macroeconomic-outlook-and-impact-on-businesses.pdf

BCG https://www.bcg.com/press/26october2023-m-a-pick-up-2024-despite-headwinds

Управляющие компании

Goldman Sachs Asset Management https://www.gsam.com/content/gsam/us/en/advisors/market-insights/market-strategy/outlook/2024/asset-management-outlook-2024.html

Amundi https://research-center.amundi.com/article/2024-investment-outlook

M&G plc https://www.mandg.com/dam/investments//professional-investor/gb/en/documents/insights/2023/2024%20perspectives%2011-23.pdf

Man Group https://www.man.com/maninstitute/road-ahead-bleak-house-2024-outlook

Wellington Management https://www.wellington.com/en-gb/institutional/insights/global-economic-outlook

Invesco US https://www.invesco.com/content/dam/invesco/emea/en/pdf/2024_Invesco_Investment_Outlook_EN.pdf

Schroders https://www.schroders.com/en-gb/uk/institutional/outlook-2024/

Deutsche Bank (Wealth) https://www.deutschewealth.com/content/dam/deutschewealth/cio-perspectives/cio-insights-assets/q1-2024/PERSPECTIVES%20Annual%20Outlook%202024%20-%20Finding%20growth.pdf

Allianz https://www.allianzgi.com/en/insights/outlook-and-commentary/2024-outlook

PIMCO https://documents.pimco.com/Viewer/file?id=QhtCEeP8AKhqOOjRK%2Fk%2BggGCa%2FXl%2Fy%2BeXq0Q8wlnFzox33%2BtGdDG%2FZRfX1%2FZIBb5&s=8gmHbHvkDAeC4jLMT8d%2B02cta7FpQ5HA0Wvj5zUB4y4%3D

Capital Group https://www.capitalgroup.com/advisor/pdf/shareholder/MFCPBR-099-1046320.pdf

Julius Baer https://www.juliusbaer.com/fileadmin/publications/2024_SecularOutlook_en.pdf

Vanguard https://www.vanguard.co.uk/content/dam/intl/europe/documents/en/gbp-vemo-summary-en.pdf

Fidelity https://professionals.fidelity.co.uk/static/master/media/pdf/outlook/Fidelity-Outlook-2024.pdf

Cambridge Associates https://www.cambridgeassociates.com/wp-content/uploads/2023/12/2023-12-Outlook-2024.pdf