Asset Allocation Overview: Q1 2024

Will inflation keep falling?

  • Global economic growth, consumer spending, and corporate earnings continue to prove more resilient than expected, pushing back on recession fears.
  • While inflation rates have continued to moderate across most developed economies, the risk of still-sticky inflation remains whether led by resilient consumer demand or cost-push supply-curb led energy costs.
  • Next steps for markets depend on how the inflation picture evolves – our asset allocation goal remains one of ‘balance’, keeping exposure towards more than one economic scenario.

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