Top Three Investment Ideas to Consider for 2024

AQR

Research

4 Pages

AQR revisits their top three investment ideas from 2023 and explains why they still like the set up for all three in 2024. They note:

  • Value remains cheap
  • Continued macroeconomic volatility creates opportunities for alternative trend strategies
  • The emerging market return premium over developed equities is still attractive

Key Takeaways

Alternative Premia Appeal: Strategies like trend following and defensive styles offer diversification and potential returns outside traditional equities and bonds.
Global Equity Valuations: International and emerging markets are priced more attractively than U.S. equities, potentially offering better long-term value.
Fixed Income Opportunity: With higher yields, bonds provide meaningful income and portfolio ballast not seen in over a decade
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