Gareth Nicholson, chief investment officer and head of discretionary portfolio management at Nomura (NMR), believes that the focus on innovation and infrastructure could pave the way for a robust investment year. He believes that the rates market has been very volatile, and that rates could start to fall in the second half of the year. He points to investment opportunities in secured credits, COCOs, senior loans and private infrastructure, which can generate high returns and protect portfolios. Finally, he anticipates that the foreign exchange market will be an important source of alpha for investors in 2024, and on commodities, he recommends using structured products and options to play volatility.
(MT Newswires)
