Is the market right to price in six rate cuts from the Fed? Will the magnificent seven be seen as growth stocks or defensive plays? Will bonds and stocks be correlated in 2024? Piers breaks down the themes that matter.Also, the world's biggest hedge funds have revealed their 2023 performance. In this conversion, we explain what the following terms mean:Systematic and discretionary strategiesMacro and quantamental investingFixed income relative value tradesDon't forget to subscribe and join us on our journey to unpack the major themes in markets every week in 2024. Hosted on Acast. See acast.com/privacy for more information.