Special Report: Astoria’s 10 ETFs for 2024

• The market is currently pricing in approximately four to five rate cuts in 2024. This inherently translates into a new market cycle and hence a different portfolio construct.

• We are more constructive for 2024 than we were for 2023. The biggest risk we see is that lower rates shift back demand curves and re-ignite inflation, leading to rate hikes being priced back into the market.

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