Within the first quarter of 2024, the US stock market displayed significant resilience, with technology and value stocks leading to substantial gains amid AI boom and despite the apprehensions about prolonged high-interest rates.
As 2024 approaches, the global economic and political landscape is fraught with uncertainty. Sustainable rallies in risk assets depend on reduced interest rates and easing monetary policies, potentially tied to market corrections or a decrease in inflation. Read the short version of our quarterly commentary to learn more.
The investment landscape has been influenced by global events and economic trends, including concerns about inflation and interest rates, unexpected post-COVID price surges, and central bank actions. Read our quarterly commentary to learn more.
Given the ongoing risks posed by inflation to households and businesses, caution is advised. Read the short version of our quarterly commentary to learn more.
Do you feel good about 2022? What is it going to bring? The early pacesetter is the Omicron variant of COVID-19, ripping up the charts, in a not so positive way, but the world continues its march forward. Aspirational goals and settings have been made.