Institutional Investing / Market Outlook

Q1 2024 Global Markets Review & Outlook

The good-to-great year we anticipated started strong for global equities. Emerging markets (EM) lagged developed markets but also participated in the first quarter’s positive start. Within global equities, Tech and the Tech-like portions of Communication Services led all other sectors, though some more cyclical, value-oriented categories also outperformed, including Financials and Energy— highlighting this bull market’s underappreciated breadth.

Inside, you will find a summary of market activity and our market outlook.

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  • 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, many remain skeptical—providing ample room for upside surprise and big gains in the new year.
  • 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.

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