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October 1, 2024
Sarah Chen
Q4 2024 Market Outlook: Navigating Uncertainty
Investment Strategy
Executive Summary
As we enter the final quarter of 2024, markets face a complex landscape of opportunities and challenges. While AI-driven productivity gains continue to support tech valuations, concerns about inflation persistence and geopolitical tensions create headwinds for broader market performance.
Key Investment Themes
- AI Infrastructure: Continued investment in data centers, semiconductors, and cloud services
- Energy Transition: Growing demand for renewable energy and grid modernization
- Healthcare Innovation: Breakthrough therapies and aging demographics drive healthcare demand
- Defensive Positioning: Maintaining exposure to quality companies with strong balance sheets
Market Risks to Monitor
We remain vigilant about potential market catalysts including Federal Reserve policy shifts, supply chain disruptions, and evolving regulatory frameworks for emerging technologies.
Sarah Chen
Managing Partner & Chief Investment Officer
<p>Sarah Chen brings over 15 years of investment management experience to Prometheus Capital. Prior to founding Prometheus, she served as a Senior Portfolio Manager at Goldman Sachs Asset Management, ...