2024 Global Economic & Investment Outlook

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2024 Global Economic & Investment Outlook

กลับมาอีกครั้งเป็นปีที่ 8 ติดต่อกัน สำหรับการรวบรวมมุมมองด้านเศรษฐกิจและการลงทุนในปีหน้า บทความนี้ผมก็ได้รวบรวมลิงก์ของเอกสารที่ได้รับการเผยแพร่ให้อ่านกันได้ฟรี จากสถาบันการเงิน/กลุ่มธุรกิจจัดการลงทุน/กลุ่มธุรกิจธนาคาร/ที่ปรึกษาการลงทุน ฯลฯ ชั้นนำระดับแนวหน้าทั้งในไทยและทั่วโลก มาไว้ให้ทุกท่านอ่านเช่นที่เคยทำมาเป็นประจำทุกปี

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รวมทั้งหมด (เฉพาะในรูปแบบไฟล์ .pdf) ไว้ที่นี่แล้ว Click ครั้งเดียวดูได้ครบเลย

https://bit.ly/2024-Outlook

หรือจะเลือกดูตามรายสถาบัน/รายบริษัท ได้ดังนี้

(ข้อความสีเทา คือ ลิงก์ที่ยังไม่มีการอัปเดตข้อมูลของปี 2024 ซึ่งจะทยอยอัปเดตใหม่เป็นระยะ)

Goldman Sachs

• AM Outlook: https://d1e00ek4ebabms.cloudfront.net/production/uploaded-files/am-outlook-2024-98fc3bbb-5bb2-4904-ac9d-f1872da8c134.pdf

• Outlook: https://www.goldmansachs.com/intelligence/pages/the-global-economy-will-perform-better-than-many-expect-in-2024.html

• Macro: https://www.goldmansachs.com/intelligence/pages/macro-outlook-2024-the-hard-part-is-over.html

• Global Market: https://www.goldmansachs.com/intelligence/pages/global-markets-outlook-2024-towards-a-better-balance.html

• Global Credit: https://www.goldmansachs.com/intelligence/pages/2024-global-credit-outlook-back-in-the-saddle.html

• US Econ: https://www.goldmansachs.com/intelligence/pages/2024-us-economic-outlook-final-descent.html

• US Equity: https://www.goldmansachs.com/intelligence/pages/2024-us-equity-outlook-all-you-had-to-do-was-stay.html

• UK Econ: https://www.goldmansachs.com/intelligence/pages/uk-outlook-2024-not-so-different-after-all.html

• European Econ: https://www.goldmansachs.com/intelligence/pages/euro-area-outlook-2024-fading-headwinds.html

• India: https://www.goldmansachs.com/intelligence/pages/india-2024-outlook-port-of-calm-in-a-higher-for-longer-world.html

• 60/40 Port: https://www.goldmansachs.com/intelligence/pages/the-60-40-portfolio-should-offer-a-better-risk-reward-in-2024.html

UBS & Credit Suisse (Global)

• https://www.ubs.com/global/en/wealth-management/insights/chief-investment-office/a-new-world/year-ahead.html

• https://www.ubs.com/global/en/wealth-management/insights/chief-investment-office/a-new-world/decade-ahead.html

• https://www.ubs.com/global/en/wealth-management/insights/chief-investment-office/a-new-world/top-investment-ideas.html

• https://www.ubs.com/global/en/wealth-management/insights/chief-investment-office/a-new-world/getting-in-balance.html

• https://www.ubs.com/global/en/assetmanagement/insights/investment-outlook/panorama/panorama-end-year-2023.html

• https://www.ubs.com/global/en/assetmanagement/insights/investment-outlook/panorama.html

J.P. Morgan

• https://privatebank.jpmorgan.com/gl/en/insights/investing/outlook

• https://www.jpmorgan.com/insights/research/market-outlook

• https://www.jpmorgan.com/insights/global-research/outlook/market-outlook

• https://www.jpmorgan.com/insights/outlook/market-outlook/2024-outlook-key-takeaway

• https://www.jpmorgan.com/insights/outlook/market-outlook/2023-in-review-rates-rallies-and-reflections

• https://www.jpmorgan.com/insights/retirement/retirement-accounts/retirement-planning-contribution-limits

• https://www.jpmorgan.com/insights/outlook/economic-outlook/heres-to-more-in-2024

• https://am.jpmorgan.com/sg/en/asset-management/per/insights/market-insights/year-ahead/

• https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/investment-outlook/

• https://am.jpmorgan.com/us/en/asset-management/institutional/insights/portfolio-insights/ltcma/

• https://am.jpmorgan.com/gb/en/asset-management/per/insights/market-insights/investment-outlook/

• GTM US: https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/

• GTM UK: https://am.jpmorgan.com/gb/en/asset-management/adv/insights/market-insights/guide-to-the-markets/

• GTM EU: https://am.jpmorgan.com/pt/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/

• GTM Asia: https://am.jpmorgan.com/sg/en/asset-management/per/insights/market-insights/guide-to-the-markets/

• GTM Australia: https://am.jpmorgan.com/au/en/asset-management/adv/insights/market-insights/guide-to-the-markets/

• https://d1e00ek4ebabms.cloudfront.net/production/uploaded-files/2024%20Year%20Ahead%20Outlook-ea969e96-dadb-4981-813d-8054db33beca.pdf

Morgan Stanley

• https://www.morganstanley.com/ideas/global-investment-strategy-outlook-2024

• https://www.morganstanley.com/ideas/global-macro-economy-outlook-2024

• https://www.morganstanley.com/im/en-us/financial-advisor/insights/series/global-multi-asset-viewpoint.html

Vanguard

• https://institutional.vanguard.com/insights-and-research/report/vanguard-economic-and-market-outlook-for-2024-a-return-to-sound-money.html

• https://institutional.vanguard.com/insights-and-research/report/vanguard-economic-and-market-outlook-for-2024-global-summary.html

• https://advisors.vanguard.com/insights/article/vanguards-economic-and-market-outlook-for-2024

• https://advisors.vanguard.com/insights/article/series/portfolio-perspectives#tax-loss-harvesting

• https://advisors.vanguard.com/insights/article/series/market-perspectives

• https://investor.vanguard.com/investor-resources-education/news/vanguard-economic-market-outlook-2024-global-summary

BlackRock

• https://www.blackrock.com/us/financial-professionals/insights/blackrock-investment-institute/outlook

• https://www.blackrock.com/us/financial-professionals/insights/weekly-commentary

• https://www.blackrock.com/institutions/en-us/insights/charts/capital-market-assumptions

• https://www.blackrock.com/corporate/insights/blackrock-investment-institute/publications/mega-forces

• https://www.blackrock.com/institutions/en-us/insights/private-markets-outlook

• https://www.blackrock.com/corporate/insights/blackrock-investment-institute/interactive-charts/return-map

• https://www.ishares.com/us/insights/year-ahead-outlook-2024

• https://www.ishares.com/us/insights/2024-thematic-outlook

• https://www.blackrock.com/uk/professionals/solutions/blackrock-investment-institute/publications/outlook

Morningstar

• https://www.morningstar.com/markets/2024-market-outlook-what-return-normal-means-stocks

• https://www.morningstar.com/markets/4-biggest-market-stories-2023-whats-next-2024

• https://www.morningstar.com/etfs/6-etf-investing-predictions-2024

• https://www.morningstar.com/markets/four-new-rules-investors-2024

Merrill Lynch

• https://www.ml.com/capital-market-outlook.html

• https://www.ml.com/capital-market-outlook/capital-market-outlook-dec-18-2023.recent.html

• https://www.ml.com/articles/market-outlook-2024.html

Citi

• https://www.privatebank.citibank.com/outlook

Allianz

• https://www.allianzgi.com/en/insights/outlook-and-commentary/2024-outlook

Charles Schwab

• https://www.schwab.com/learn/story/outlook-overview

• Global: https://www.schwab.com/learn/story/2024-global-outlook-big-picture

• USEQ: https://www.schwab.com/learn/story/us-outlook-one-thing-leads-to-another

• Fixed Income: https://www.schwab.com/learn/story/fixed-income-outlook-rocky-road-bond-market

• CB: https://www.schwab.com/learn/story/corporate-bond-outlook-dash-caution

• Muni: https://www.schwab.com/learn/story/muni-outlook-focus-on-big-picture

• https://www.schwabassetmanagement.com/section/investment-insights

State Street Global Advisors

• https://www.ssga.com/us/en/individual/etfs/insights/etf-market-outlook

• https://www.ssga.com/us/en/individual/mf/insights/global-market-outlook

Franklin Templeton

• https://www.franklintempleton.com/insights/collections/2024-outlooks

• https://www.franklintempleton.ca/en-ca/campaigns/2024-global-investment-outlook

• https://www.franklintempleton.com/articles/gio/finding-opportunities-in-2023-after-a-unforgettable-market-year

• https://www.franklintempleton.com/insights/investment-ideas

• https://www.franklintempleton.com/insights/market-themes/index

• https://ioandc.com/wp-content/uploads/2023/12/Global20Outlook.pdf

Barclays

• https://privatebank.barclays.com/insights/2023/november/outlook-2024/

• https://www.cib.barclays/our-insights/3-point-perspective/q1-2024-global-outlook.html

Pictet

• https://am.pictet/en/canada/global-articles/2023/monthly-markets-views/asset-allocation/annual-outlook-for-2024

• https://www.pictet.com/sg/en/insights/markets

Wells Fargo

• https://sites.wf.com/2024-outlook/

• https://www.wellsfargoadvisors.com/research-analysis.htm

BofA

• https://www.privatebank.bankofamerica.com/articles/2024-economic-outlook.html

• https://www.privatebank.bankofamerica.com/articles/market-outlook-2024.html

Macquarie

• https://www.macquarie.com/th/en/insights/2024-global-economic-and-market-outlook.html

• https://www.macquarie.com/au/en/about/company/macquarie-asset-management/general-public/insights/outlooks/2024.html

Janus Henderson Group

• https://www.janushenderson.com/en-us/investor/article/global-markets-2024-chain-reactions/

• https://www.janushenderson.com/corporate/insights/2024-portfolio-manager-outlooks/

• https://www.janushenderson.com/social/insights/2024-investment-outlook/

Principal

• https://www.principalam.com/us/insights/macro-views/2024-perspectives-year-pause-and-pivot

UOB

• https://www.uobgroup.com/uobgroup/research/uob-house-view.page

• https://www.uobgroup.com/web-resources/uobgroup/pdf/research/QGO-1Q2024.pdf

ING

• https://think.ing.com/reports/ing-global-outlook-2024/

HSBC

• https://www.assetmanagement.hsbc.co.uk/en/institutional-investor/2024-investment-outlook

• https://privatebanking.hsbc.com/wih/investments-Insights/House-views/investment-outlook-q1-2024-opportunities-in-a-complex-world/

Amundi

• https://about.amundi.com/article/2024-global-investment-outlook

• https://research-center.amundi.com/article/2024-investment-outlook

Capital Group

• https://www.capitalgroup.com/advisor/insights/categories/outlook.html

M&G Investment

• https://www.mandg.com/investments/institutional/en-gb/insights/2023/q4/2024-investment-perspectives

KKR

• https://www.kkr.com/insights/outlook

Wellington Management

• https://www.wellington.com/en/insights/investment-outlook

Lombard Odier

• https://www.lombardodier.com/contents/corporate-news/investment-insights/2023/december/outlook-2024-narrow-path-to-a-so.html

• https://am.lombardodier.com/gb/en/contents/news/investment-viewpoints/2023/november/CIO-MAC-the-2024-outlook.html

• https://www.lombardodier.com/contents/corporate-news/investment-insights/2023/december/ten-investment-convictions-for-2.html

Standard Charter

• https://www.sc.com/en/press-release/outlook-2024-sailing-with-the-wind/

Deutsche Bank

• https://www.deutschewealth.com/en/insights/investing-insights/economic-and-market-outlook/cio-annual-outlook-2024.html

Deloitte

• https://www2.deloitte.com/th/en/pages/about-deloitte/articles/thailand-economic-outlook.html

Schroders

• https://www.schroders.com/en/global/individual/insights/outlook2024/

Mercer

• https://www.mercer.com/insights/investments/market-outlook-and-trends/economic-and-market-outlook/

Invesco

• https://www.invesco.com/apac/en/institutional/insights/market-outlook/investment-outlook.html

• https://www.invesco.com/apac/en/institutional/insights/multi-asset/long-term-capital-market-assumptions.html

T. Rowe Price

• https://www.troweprice.com/financial-intermediary/us/en/insights/articles/2023/q4/2024-global-market-outlook.html

NatWest

• https://www.natwest.com/corporates/insights/markets/the-year-ahead-2024.html

BNP Paribas

• https://viewpoint.bnpparibas-am.com/investment-outlook-2024-stepping-into-a-new-reality/

• https://globalmarkets.cib.bnpparibas/global-outlook-2024-still-searching-for-a-landing/

Apollo

• https://www.apollo.com/insights-news/insights/2023/12/2024-economic-and-capital-markets-outlook.html

BNY Mellon

• https://im.bnymellon.com/us/en/individual/articles/markets-and-economy/Walter-Scott-2024-Global-Outlook.html

• https://www.bnymellonwealth.com/insights/2024-capital-market-assumptions-the-path-to-normalization.html

• https://www.bnymellonwealth.com/content/dam/bnymellonwealth/pdf-library/articles/2024_outlook_report_pdp.pdf

Pimco

• https://d1e00ek4ebabms.cloudfront.net/production/uploaded-files/PIMCO_AAO_Browne_Sundstrom_Sharef_Nov23_GBL-cf233a82-a48b-4469-96a1-e63a479b2283.pdf

Fidelity

• https://professionals.fidelity.co.uk/perspectives/outlook-2024

Russell Investment

• https://russellinvestments.com/us/global-market-outlook

• https://russellinvestments.com/Publications/US/Document/global_market_outlook_quarterly_update.pdf

Man Group

• https://www.man.com/maninstitute/road-ahead-bleak-house-2024-outlook

abrdn

• https://www.abrdn.com/en-gb/intermediary/insights-and-research/io-2024-introduction-peter-branner

• https://www.abrdn.com/en-us/institutional/insights-and-research/q1-2024-global-economic-outlook-us

• https://www.abrdn.com/en-sg/institutional/insights-and-research/global-economic-outlook-q4

Global Capital

• https://www.globalcapital.com/review-of-the-year-2023-outlook-2024

Santander

• https://www.santanderprivatebanking.com/insights/articles-and-perspectives/annual-market-outlook

S&P Global

• https://www.spglobal.com/ratings/en/research-insights/topics/outlook-2024

Lazard

• https://www.lazard.com/research-insights/global-outlook-2024/

Mastercard

• https://www.mastercardservices.com/en/advisors/economics/insights/economic-outlook-2024

Krungsri

• https://www.krungsri.com/en/research/macroeconomic/EO/Economic-Outlook-2024

• https://www.krungsri.com/Krungsri2020/media/KSE/Investment/investment-outlook/investment-outlook-q12024.pdf

SCB/SCBEIC

• https://www.scbeic.com/th/detail/product/Outlook-141223

• https://www.scb.co.th/en/about-us/news/nov-2023/scb-cio-economic-2024.html

• https://www.facebook.com/watch/?v=887865762683629

KKP Edge

• https://kkpfg.com/th/news/2023112949528

• https://flashnote.kkpfg.com/yearahead2024edge

• https://www.youtube.com/watch?v=O409qc604oA

• https://www.youtube.com/watch?v=lAScUDOqROc

Pine Wealth Solution

• https://www.pinewealthsolution.com/market_outlooks

Eastspring Investments

• https://www.eastspring.co.th/2024-market-outlook

• https://www.eastspring.com/2024-market-outlook

Tisco Wealth

• https://www.tiscowealth.com/article/investment-advisory/The_Winners_in_the_Downturn_2024.html

• https://www.tiscowealth.com/content/dam/wealth/ebook/tisco-tips-dec-66.pdf

IMF

• https://www.imf.org/en/Publications/WEO

ARK Invest

• ---ark-invest.com/home-thank-you-big-ideas-2023---

Finnomena

• https://www.finnomena.com/finnomena-ic/finnomena-port-strategy-dec-2023/

• https://www.youtube.com/watch?v=d8fma-egrPs

• https://www.youtube.com/watch?v=N_TzU_IzCa8

• https://www.finnomena.com/category/port-strategy

• https://www.finnomena.com/franklintempleton/

Bloomberg

• https://www.bloomberg.com/graphics/2024-investment-outlooks/

FT

• https://www.ft.com/content/d8d07ed4-d13b-49f2-b3ab-ffcb073a434e

สรุปโดยเพจต่าง ๆ

• Fun Manager: https://www.facebook.com/photo/?fbid=785590583580995&set=a.679166340890087

• ดร.จิติพล พฤกษาเมธานันท์: https://www.facebook.com/watch/live/?ref=watch_permalink&v=1066505974694762

ขอให้สนุกกับการอ่าน และโชคดีกับการลงทุนในปีหน้าครับ ^^

รวบรวมโดย @talktoKasidis

จาก Siam Wealth Management

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