Year Ahead 2024: Connecting the Pieces
We are pleased to share our 2024 Year Ahead: Connecting the Pieces.
In our lead article, Chief Investment Officer Michael Crook discusses the Fed’s victory against inflation and warns of hidden economic risks (page 4). Next, we include a summary of our tactical views (page 5) and a market review of the fourth quarter (page 8). Then, we follow this with our best ideas for 2024 within the spotlight articles for fixed income (page 10), equities (11), private credit (12) and private equity (13).
We hope you find this content helpful as we head into the new year. Please reach out to your Investment Officer with any questions or comments. To access the report, please download below.
Disclosures & Important Information
Any views expressed above represent the opinions of Mill Creek Capital Advisers ("MCCA") and are not intended as a forecast or guarantee of future results. This information is for educational purposes only. It is not intended to provide, and should not be relied upon for, particular investment advice. This publication has been prepared by MCCA. The publication is provided for information purposes only. The information contained in this publication has been obtained from sources that
MCCA believes to be reliable, but MCCA does not represent or warrant that it is accurate or complete. The views in this publication are those of MCCA and are subject to change, and MCCA has no obligation to update its opinions or the information in this publication. While MCCA has obtained information believed to be reliable, MCCA, nor any of their respective officers, partners, or employees accepts any liability whatsoever for any direct or consequential loss arising from any use of this publication or its contents.
© 2024 All rights reserved. Trademarks “Mill Creek,” “Mill Creek Capital” and “Mill Creek Capital Advisors” are the exclusive property of Mill Creek Capital Advisors, LLC, are registered in the U.S. Patent and Trademark Office, and may not be used without written permission.