Critical thinking, critical issues

Themes and opportunities 2024: An age of agility

November 28, 2023 Mercer
Critical thinking, critical issues
Themes and opportunities 2024: An age of agility
Show Notes

Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.

Our current long-term views on the world and the potential economic and social developments to watch out for fall into three themes: 

  • Regime change — one-off, open-ended paradigm shifts in conditions
  • Supercycles — conditions expected to outlast multiple market cycles
  • Megatrends — multidecade transitions that are gradually but steadily materializing

In this episode, Jo Holden sits down with Nick White and Matt Scot to explore the themes and opportunities we believe investors should consider in 2024 and beyond.

Read the full report here: https://www.mercer.com/insights/investments/market-outlook-and-trends/themes-and-opportunities/

This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.


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