Jim Leaviss will provide an overview of the current investment landscape and explore how the recent global rate hiking cycle will impact portfolios. Despite central banks' aggressive rate hikes and a persistent inflationary environment, the global economy has remained resilient. But, as the tightening cycle comes to an end, will the lagged effects finally start to appear in 2024? Will policymakers keep rates elevated to bring inflation down or will they have change course and cut rates to support the economy? With bond vigilantes highlighting fiscal deficits, geopolitical tensions rising and a presidential election in the US, 2024 looks set to be another unpredictable year in markets.