Institutional Investing / Market Outlook

Q4 2023 Global Markets Review & Outlook

Global equities ended 2023 positively erasing the 2022 downturn and rising to new bull market highs. This bull market turned one-year-old in October, and bull markets that reach one year almost always make it to two. We think this year will prove no exception. The current economic, sentiment and political drivers have the potential to deliver a good-to-great 2024.

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 equities’ late-year surge, most 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 supporting stronger returns later in the year.

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