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.
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.
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In April, financial markets were whiplashed by a flurry of headlines on the trade front. While “Liberation Day” was met with sweeping tariff announcements, the trade war between the United States and China escalated with tit-for-tat levies.
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In May, trade headlines once again dominated financial markets – albeit in a relatively positive light as signs of simmering tensions were met with a revival in risk appetite.
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