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Institutional Investing / Macro Insights
Q2 2024 Global Markets Review & Outlook
Halfway through 2024, global equities are delivering the solid returns we forecasted. In our view, global equities’ returns thus far amounts to a typical start for historically positive election years.
Halfway through 2024, global equities are delivering the solid returns we forecasted. In our view, global equities’ returns thus far amounts to a typical start for historically positive election years.
Inside, you will find a summary of market activity and our market outlook.
- A Resilient New Bull Market: Young bull markets are stunningly hard to derail. Those that reach one year old almost always reach two.
- Improving Sentiment: While sentiment has perked amid improving economic conditions, we are still far from euphoria—providing ample room for upside surprise and big gains.
- Politics is a Tailwind in 2024: Since 1925, US equities ended positive in 83.3% of presidential election years. Globally, political uncertainty likely fades throughout the year further reducing investor anxiety.
