Market Commentaries   |   January 17, 2024

Q1 2024 Investment Outlook & Portfolio Strategy

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q4 and our outlook for the next 12-18 months.

The global economy defied expectations for a more meaningful slowdown in 2023, while inflation plunged lower. In turn, investors are bracing for an unwinding of restrictive monetary policies in 2024. 

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