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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Investor sentiment thrived in April even in the wake of an erratic geopolitical backdrop that has stoked fears of stagflation.
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Q2 2026 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.