As we step into 2024, the financial markets are poised for a year of potential twists and turns—which are to be expected. To provide you with a comprehensive outlook, we've gathered insights from many sources; from Wall Street Banks, the US Federal Reserve, to our own personal observations and study of market data that’s compiled for our Investment Committee. As we begin a new year with this commentary, we'll delve into five critical themes that we believe will shape the equity and bond markets this year, with a detailed look at what's happening in each area. Let’s dive in!
