Investment Strategy Brief
Entering 2024, we observe several enduring changes in the post-pandemic world that may well require a recalibration of market expectations. In this month’s Investment Strategy Brief, we look back at 2023 and review our outlook for the year on inflation, monetary policy, the economy, and markets.
Earnings season, where companies report results for the previous quarter, provides views into recent results and company management’s forward guidance, or view as we look forward. We share a brief update as the first quarter 2024 earnings season begins.
We review the prior quarter's capital market returns and economic developments in this context of our outlook and asset allocation themes.