Taking Stock publication Autumn 2024

In this issue of Taking Stock, we share insights and strategies on how to manage the current environment and beyond.
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Elections, interest rates, geopolitics: What’s next for markets?

While global equity markets have rallied this year, volatility reflects an uncertain outlook. Investors have had to dial back their expectations of US rate cuts, as sticky inflation means that rates are poised to stay ‘higher for longer’.

Heightened tensions in the Middle East are also a worry for markets. And on top of that, a key question is how asset prices will be affected in the biggest election year in history.

Even though the investment environment remains uncertain, there are compelling opportunities for long-term investors.

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