Q2 Market Commentary Video 2024

William Marshall, Chief Investment Officer, shares the three main themes from Q2 2024.

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

1. Positive equity performance in the UK, US, and Emerging Markets; weaker performance in Japanese equities.
2. UK elections saw a Labour victory with little market reaction; French equities and bonds impacted by National Rally's potential majority.
3. Looking forward, central banks are remaining cautious on interest rate cuts; US elections could cause market volatility.