2024-02-23 08:30:00 ET
Summary
- With significant concentration into a few names, many interesting opportunities may be overlooked in 2024. For managers doing deep fundamental work, multiple opportunities exist across the equities landscape.
- One clear opportunity relates to continued advances in innovation across a swath of areas. Additionally, there are many companies with solid balance sheets that are growing and generating healthy cash flows.
- The landscape is wide open for true active management in 2024.
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Equity Market Expectations In 2024