Fynsa
After a few years of volatility, a more stable market is expected in 2024.
The government is preparing targeted measures to stimulate demand, but its room for maneuver is limited.
We continue to recommend overweighting less rate-sensitive assets such as cash, value sectors, international equities and real assets.
Higher interest rates put pressure on valuations during 2022, but the focus will now shift from valuations to corporate earnings in an increasingly challenging macro environment.
