QUARTERLY REVIEW Q4 2023

QUARTERLY REVIEW Q4 2023

MISSION ACCOMPLISHED?

Entering 2024, the Federal Reserve appears set to proclaim its inflationary mission accomplished – and in soft-landing fashion. Investors welcomed the Fed’s evolving message on monetary policy, with global equity markets up 11% (12% in the U.S.) in the quarter. The strong finish to an already strong year was largely driven by the reversal of rising interest rates…

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