Capital Markets Update - January 2024

01 Feb 2024

In this Capital Markets Update, Chris Arcari shares the latest trends in the market.

To summarise for Q4:

  • Global growth defied all but the most optimistic forecasts in 2023, despite the steep rate-hiking cycle of the past two years
  • Business and consumer confidence is rising, as inflation fears recede and the prospect of interest-rate cuts comes in to view
  • Bond yields fell sharply in quarter four due to expectations of earlier and larger rate cuts in 2024 than previously thought
  • Falling yields alleviated concerns over debt affordability, and lent valuation support to stocks
  • Credit spreads fell and equities rallied strongly

If you have any questions on anything covered, please get in touch

Capital Markets Update - January 2024


Subscribe to our news and insights

0 comments on this post