Institutional Investing / Market Outlook
Q3 2024 Global Markets Review & Outlook
Three quarters in, equities are on course for the good-to-great 2024 we forecast. More volatility is possible, for any or no reason. But falling uncertainty as the US election finishes should lift markets, propelling this bull market through yearend at least, in our view.
Inside, you will find a summary of market activity and our market outlook.
Download PDF- A Resilient New Bull Market: While a correction or sentiment-driven volatility is always possible, we expect this bull market to continue.
- Improved Sentiment: Even as sentiment has perked amid improving economic conditions, we are still far from euphoriaโproviding ample room for upside surprise and big gains.
- Politics is a Tailwind in 2024: Politics should remain a tailwind for markets. Political uncertainty has been falling throughout 2024 as a busy slate of elections globally concluded, with the US November election the biggest remaining vote.
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