The theme in 2023 was Managing Movements. This theme higlighted several disturbances in the finacial markets. This increased the volatility of markets, but also created diverse opportunities. This theme also focused on macroeconomic trends, such as sustainability and risk management. The main goal was to show how big investors take all their knowledge and the uncertain circumstances into account and how to base their investment decisions on these factors.
Since the previous Investment Week, there has been a variety of changes in the financial markets, but there also have been some interesting trends which could impact the further course of 2024.
The recent year has been marked by high inflation, which was followed by central banks raising the interest rates. During covid, the markets were very unstable. Consequently, the market cooled down a bit last year. On the other hand, the current turmoil in the world has created additional uncertainties regarding supply chain issues, the increase of costs such as the rise of energy prices, and a more unstable financial market overall. Housing prices are falling and major reorganizations are being implemented at multinational companies. Are we heading towards a recession and is there a possibility to avoid it?
In short, there are many waves of changes that involve uncertainties, however, this also certainly offers opportunities. Therefore, 2024 is going to be another interesting and challenging year. How are major investors adapting their portfolio and strategy to manage these movements? During the upcoming symposium, we will have the opportunity to discuss this rapidly changing market.