2024 Outlook

2024 will once again be a year where events define the investment landscape. From geopolitical risk, including conflicts in Europe and the Middle East, to the enormous challenges posed by the need for a just transition, investors face volatility and uncertainty. And this is all taking place against the backdrop of the largest election year in history and markets adjusting to ‘higher for longer’ interest rates.

In our Federated Hermes 2024 Outlook, experts from across our investment floor and stewardship team give their views on how the themes will play out next year. Here’s the key themes:

A message from our CEO

In my foreword to our annual outlook last year, I reflected on 2022 as a year of “events, dear boy, events” (with thanks to Harold MacMillan). I hoped that 2023 would bring a bit more order and certainty, but that didn’t unfold. Instead, added to the Ukraine war, which sadly appears to be moving towards something more long-term, we had further geopolitical disturbance in October with events in the Middle East.

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The Federated Hermes
2024 Outlook

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