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Review of the past quarter’s market performance, key themes driving returns, and our outlook for the months ahead.
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We are pleased to share our latest Strategem Q4 2024 Market Recap & Investment Insights.
In this update, Chris Carrodus, Head of Asset Consulting at Evidentia, reviews the past quarter’s market performance, key themes driving returns, and our outlook for the months ahead.
Despite ongoing macroeconomic uncertainty, global markets ended the quarter on a positive note, supported by moderating inflation and shifting central bank rhetoric. Chris examines the factors behind this resilience, the implications of expected rate cuts in 2025, and the evolving impact of the US elections on investor sentiment. He also outlines where we see opportunities and risks in the current environment.
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