Black and white image of stones balancing on each other on top of wood post with beach in the background

Market Sight | Lines

The 2024 Election Supercycle Brings Into Focus an Evolving World Order

Elections can drive change, and as we further assess the issues faced by voters globally, shifting global relationships come into focus. In this week’s Sight|Lines, we provide an update on the 2024 election supercycle and offer insights on the evolving world order fueled by economic competition.
READ

Outlook 2024 | Embracing Change

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.

Equities Have a Strong Start in 2024, Warranting a Further Focus on Earnings

The stock market has started this year off strong, with the index ending February at 5,096.27 and a year-to-date return of 7.11%. Earnings, and a view of future earnings, are influencing this market behavior. In this week’s Sight|Lines, we provide an update on the fourth quarter earnings season.

AI Boom: Temporary or Enduring?

As we start 2024, Artificial Intelligence (AI) remains top of mind for investors. Our February Investment Strategy Brief delves into the transformative impact of AI and related market dynamics. We also examine continued inflation concerns, monetary policy, and investment implications.

More Insights