Q1 Market Update 2024

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

William Marshall

09 Apr 2024

Skyscraper neighbourhood at night.

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.