Q1 Market Commentary Video 2024

William Marshall, Chief Investment Officer, shares the three main themes from Q1 2024.

Watch our first quarterly market update video of the year, as William Marshall chats through the 3 key themes that dominated the headlines:

1. The US economy continued to generate strong growth;
2. Parts of the market linked to AI rebounded again; and
3. Stickier inflation in the US pared back expectations of interest rate cuts from the Fed.