Market Commentaries | January 17, 2024
Q1 2024 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q4 and our outlook for the next 12-18 months.
The global economy defied expectations for a more meaningful slowdown in 2023, while inflation plunged lower. In turn, investors are bracing for an unwinding of restrictive monetary policies in 2024.
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July 8, 2026
Global Asset Allocation Team Market Update – July 2026
In June, sentiment was dominated by both geopolitical developments and evolving trends in Artificial Intelligence (AI). Investors welcomed news of an interim peace accord between the US and Iran and the reopening of the Strait of Hormuz.
Q3 2026 Investment Outlook & Portfolio Strategy