Is the market right to price in six rate cuts from the Fed? Will the magnificent seven be seen as growth stocks or defensive plays? Will bonds and stocks be correlated in 2024? Piers breaks down the themes that matter.
Also, the world's biggest hedge funds have revealed their 2023 performance.
In this conversion, we explain what the following terms mean:
- Systematic and discretionary strategies
- Macro and quantamental investing
- Fixed income relative value trades
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