Market Commentaries | April 18, 2024
Q2 2024 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.
The global economy is running at a healthy and above-trend pace, which has kept inflation stubbornly elevated and prompted central banks to reconsider the timing and magnitude of monetary policy easing in 2024.
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Financial markets ended 2024 on an uninspiring note as investors contemplated an environment of resilient growth and persistent inflation in the United States that cast doubts over the scope of policy easing from the Federal Reserve.
Q1 2025 Investment Outlook & Portfolio Strategy