• Why could equities outperform bonds?

  • 2024/01/11
  • 再生時間: 9 分
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Why could equities outperform bonds?

  • サマリー

  • Equities are set to outperform bonds, boosted by company sales growth and elevated profits. Bonds, meanwhile, should benefit from interest rate cuts, which could lead to higher bond prices. The Artificial Intelligence (AI) boom is expected to continue in 2024, but the US stock market should broaden out beyond this sector into unloved areas like energy and small caps.

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あらすじ・解説

Equities are set to outperform bonds, boosted by company sales growth and elevated profits. Bonds, meanwhile, should benefit from interest rate cuts, which could lead to higher bond prices. The Artificial Intelligence (AI) boom is expected to continue in 2024, but the US stock market should broaden out beyond this sector into unloved areas like energy and small caps.

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