Outlook 2024 | Embracing Change
Entering 2024, we observe several enduring changes in the post-pandemic world that may well require a recalibration of market expectations. In this month’s Investment Strategy Brief, we look back at 2023 and review our outlook for the year on inflation, monetary policy, the economy, and markets.
Inflation, the Federal Reserve, and Higher for Longer Trigger Weak April Market Performance
We review inflation, economic results, the Fed’s policy update, and how those forces influenced April market performance.
The Protectionist Vote: How Are Elections Shaping Global Trade?
Earlier this year, we shared a view on how the 2024 election supercycle is bringing focus to an evolving world order, with the U.S. and China competing in what is increasingly a multipolar world. We continue the discussion, digging deeper into protectionism and the implications for global competition, China’s trade relations, and geopolitical hotspots.
