In our latest episode, Sid and Erika cover some of the major themes in the recently produced 2024 Outlook and share their thoughts on the surprising resilience of the US economy, the mounting impact of higher rates, concerns about the deficit and fiscal situation in the US, and the potential economic and market impacts of AI and the GLP-1 weight loss drugs. Read more in the accompanying report:2024 Asset Allocation Perspectives / Outlook We are pleased to share this year’s Investment Outlook, in which we discuss where markets stand today, talk about how we are positioning our clients’ portfolios, and dive into several themes, trends and events, including:Consumer preference shiftsLooming sovereign debt questions China’s economic trajectoryThe U.S. presidential electionThe excitement around generative AI and GLP-1sRead the report > The views and opinions expressed in this podcast are those of the speaker(s) and do not necessarily reflect those of Brown Advisory. 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