Market Commentaries | October 16, 2024
Q4 2024 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q3 and our outlook for the next 12-18 months.
With the last trace of the global inflation shock showing more encouraging signs of fading and signs that economic growth is cooling, the pivot towards an easier monetary policy stance has taken hold across advanced economies.
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Global Asset Allocation Team Market Update – October 2026
The third quarter ended on a softer note, with unrelenting concerns about elevated oil prices, sticky inflation, and the subsequent spike in bond yields weighing on financial market valuations and investor sentiment.
Q4 2026 Investment Outlook & Portfolio Strategy