Q2 Market Commentary Video 2024

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

William Marshall

16 Jul 2024

A two-sail ship in the middle of the sea at night.

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.