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We’re approaching the mid-point of 2024, and the markets have been kind to equity investors so far. Find out what our experts take on the situation.

Highlights:

•  Investors are the most optimistic since 2021, despite global economic challenges and tight central bank policies.
• Equity markets are rallying beyond the U.S., fueled by a global resurgence in manufacturing activity.
• We see new opportunities arising in commodities and utilities.

Your Monthly Macro & Strategy is also on the iA Global Asset Management website.

 

Your experts   Sébastien Mc Mahon, MA, PRM, CFA Chief Strategist, Senior Economist and Vice-President, Asset Allocation & Portfolio Manager Follow Sébastien Mc Mahon on          Alex Bellefleur, MA, CFA Senior Vice-President, Head of Research, Asset Allocation     Tuyen Tran, M.Sc., CFA Senior Analyst, Asset Allocation and Economics

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