3 top concerns: geopolitics, central bank policies and inflation

In the survey results of 2023, the top concern among most investors revolved around central bank policy missteps. This worry stemmed from the persistently high inflation, prompting everyone to closely monitor the actions of central banks as they navigated the interest rate hikes to battle inflation. Many were hoping for a “soft landing” at that time but also acknowledging the immense challenges associated with raising interest rates just enough to stop an economy from overheating without causing a severe downturn. Fast forward to 2024. With inflation (somewhat) under control and the US economy still showing signs of resilience, investors have redirected their attention to other lurking issues. Foremost on the minds of most respondents in the survey is the prevailing geopolitical risk. However, central bank policy missteps, inflation and recession are not too far behind. Source: Lazard...