Investment Trends in Focus: Quarterly Roundtable Q3 2024

Podcast
47 min listen
July 11, 2024
In this episode

Our panel of experts, led by chief research officer, Ashley Lester, takes stock of global markets as we enter the back half of 2024. Ashley and team examine the short- and long-term issues affecting investors, including the ever changing geopolitical landscape, the continued impact of AI and the role of private markets in the carbon transition.

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Perspectives Podcast

Join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.

Macro Scenarios in Focus: Soft-Landing Baseline with Downside Risks

The Federal Reserve is signaling only one rate cut this year, compared to signaling three in March, so rates appear bound to remain higher for longer. Against this backdrop, we updated our macroeconomic scenarios to reflect the latest market data.

Markets in Focus: Currency Risk Higher for Global Equity Investors

Currency relationships have been in flux since early 2022. We analyze how these changes have impacted global equities and outline the economic and political events that could influence fixed-income performance over the balance of 2024.

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