Institutional Investing / Macro Insights

Macro Insights Q2 2024

We believe the bull market cycle continues in 2024. Better than expected economic growth, strong corporate and consumer health, an acceleration in corporate investment and a US election year should support equity markets. Growth will likely continue to lead in the near term, but a reheating economy could create conditions for a potential lasting shift to more cyclical categories. Additionally, while sentiment has improved amid improving economic conditions, investors remain cautious—providing ample room for upside surprise and continued strong equity returns.

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