WealthOutlook2024SlowthengrowInvestinginthemarkets’bigresetWealthOutlook2024SlowthengrowInvestinginthemarkets’bigresetINVESTMENTPRODUCTS:NOTFDICINSURED·NOTCDICINSURED·NOTGOVERNMENTINSURED·NOBANKGUARANTEE·MAYLOSEVALUEWealthOutlook2024ForewordByAndySieg,HeadofWealth3OuroutlookTakingadvantageofthemarkets’bigreset5PortfolioviewsSlowthengrow10OpportunisticUnstoppableGeopoliticsandelections:assessingriskin202424trendsCoreportfolioscouldbereadytoshine34RegionaloutlookAlternativeinvestingin202441Peakratesequalspeakincome:extendduration47Ourtop10highconvictionpotentialopportunities54Investingwithandinunregulatedfinancialcompanies71HowgenerativeAImightreshapeeverysector77AI-propelleddigitizationin2024:fiveareasoffocus82OPEC'sunlikelyroleintheenergytransition86Forinvestors,healthcareinnovationisonsale92TheimplicationsofG2polarizationonglobaltechnology98Asia:fastergrowthfor2024asheadwindsrecede106115Europe:aslowrecovery,withstrongerequity120returnslaterinto2024126LatinAmerica:potentialopportunitiesamidstlowvaluationsNorthAmerica:anemergingsetofnewopportunitiesGlossary106ForewordAndySiegHeadofWealthWelcometoWealthOutlook2024:SlowthenGrow,Oneriskforlong-terminvestorscanbetheinclinationInvestingintheMarkets’BigReset,CitiGlobalWealthtoholdtoomuchcash.WeexpectthatrateswillfallInvestment’sannualreportthatpresentsouras...
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