2024 Global Market Outlook

December 08, 2023 with Jack Manley and Sébastien Rhéaume

NBI Podcasts

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“I think it is possible we avoid a recession in 2024” in the U.S., says J.P. Morgan Asset Management’s Global Market Strategist Jack Manley. In this podcast, he discusses the market, rate and inflation outlook for the new year, the impact of AI, his favourite trade for 2024 and other key topics.

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Martin Lefebvre

Martin Lefebvre

Chief Investment Officer and Strategist, National Bank Investments

Martin Lefebvre Martin Lefebvre

Martin is the Chief Investment Officer of National Bank Investments responsible for the development investment soclutions and the management of tactical asset allocation mandates. With over 20 years of experience in financial markets, Martin also managed the portfolio management team at Private Banking 1859.


Jack Manley

Jack Manley

Global Market Strategist, J.P. Morgan Asset Management

Jack Manley Jack Manley

Jack is responsible for delivering timely market and economic commentary to institutional and retail clients across the United States and Canada. In addition, he is a contributor to the J.P. Morgan Long-Term Capital Market Assumptions and has authored numerous papers on both global and domestic economies and capital markets. Jack is also a frequent guest on BNN, Bloomberg, CNBC and Fox Business, and is often quoted in the financial press. He graduated from the University of Chicago with a Bachelor’s degree in History.

Sébastien Rhéaume

Sébastien Rhéaume

Managing Director, AlphaFixe Capital Inc.

As one of the founding partners of AlphaFixe Capital, Sébastien is responsible of portfolio management and strategy development. Working in the investment industry since 1991, he specializes in Canadian fixed income. Before founding AlphaFixe Capital, he served as Vice President, Corporate Bonds, at Addenda Capital. In addition, he worked at CDP Capital Communications as Director, Telecommunication investments, after working in the areas of mergers and acquisitions and audit. CPA and CFA charterholder, Sébastien has a degree in Public Accountancy from McGill University where he also completed his Bachelor of Commerce.