Market sentiment now indicates that rate cuts will not occur until the third quarter of 2024. Despite signs of strength, the direction of the economy and the likelihood of a recession remain uncertain. Relations between the U.S. and China are expected to remain strained regardless of the U.S. election outcome.
Monetary policy, global growth, politics and innovation have dominated headlines in 2024, and we expect these broad themes to continue to have an impact on markets as we head into the second half of the year.
Next-gen computing and vehicle electrification are driving greater demand for electricity. Nuclear may be a source to help meet it; find out how in our latest Off the Cuff video with Ashley Misquitta, CFA, Senior Portfolio Manager and Investment Strategist.
Last year was a volatile year in U.S. equity markets. In March, the failure of Silicon Valley Bank, a prominent lender in the tech industry with $210 billion in assets, was the first of a series of regional bank failures that later included Signature Bank, Credit Suisse and First Republic Bank. This led to fears of a broader banking crisis, although it was ultimately contained.
As we begin the new year, we’re reflecting on some of the key themes that impacted the markets in 2023. This includes everything from interest rates and inflation to geopolitical events and generative artificial intelligence (AI). We expect that many of these themes will continue to influence markets in 2024, and we’ll continue to monitor them for risks and opportunities as they may arise.
In this Off the Cuff video, Ashley Misquitta, CFA, Senior Portfolio Manager and Investment Strategist, shares what it will take for the economy to transition from fossil fuel to more renewable energy-based resources, and where the team see potential investment opportunities.
Ashley Misquitta shares his views on the potential impact that shareholders and courts are beginning to have on a few of the world's largest energy producers.
Ashley Misquitta reviews the U.S. general election results and the potential impact on the markets in this Off the Cuff video.
Ashley Misquitta discusses how the investment team continues to manage investments in these uncertain times and where they are finding opportunities in this Off the Cuff video.
Ashley Misquitta, Senior Portfolio Manager, U.S. Equities recently appeared on BNN Bloomberg's "Market Call"* to share his views on the U.S. market. Watch the interview to find out what Ashley had to say.
