For investors in 2024: Elections, focus on real returns, tech disruption and sustainability

BY THE time kids head back to school in January, many of us may have to revisit some subjects from our own curriculum.

The economics of the past decade, with ultra-loose monetary policy, is not a standard play book for the decade ahead. The year 2024 will go down as the “year of elections”. Meanwhile, the pursuit of science to address climate change and the engineering marvel of generative artificial intelligence (AI) will be unrelenting in changing our lives forever.

Next year will be a pivotal one, catapulting the world into a new era as countries readjust to a web of economic drivers, multipolar politics and refashioned supply chains.