2023 saw the return of Goldilocks, but what’s in store for 2024 for investors?
Key points The five key themes for 2023 were: better than feared growth; disinflation; peak interest rates (probably in Australia too); lots of geopolitical threats but not as bad as feared; and AI hit the big time. This boosted shares and helped bonds with solid superannuation fund returns. 2024 is likely to see positive returns…