Analysts Corner: 05/07/2024 – Global Growth on the Rebound
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
Source: Luke Gromen, FFTT
OECD Economic Outlook: May 2024
The global economy is continuing growing at a modest pace, according to the OECD’s latest Economic Outlook. The Economic Outlook projects steady global GDP growth of 3.1% in 2024, the same as the 3.1% in 2023, followed by a slight pick-up to 3.2% in 2025.
https://www.oecd.org/economic-outlook/may-2024/
Source: OECD
GSAM: Corporate Pension Quarterly
Private markets continue to be a large allocation for some corporate pension plans, especially for those who may be continuing to accrue benefits or have an overweight allocation following risk transfer activity.
Source: GSAM
An Evolving BRICS and Shifting World Order
As more big emerging markets join the BRICS+ nations, the grouping could give the Global South a greater voice in world affairs and challenge the domination of existing institutions.
Source: Boston Consulting Group