The investment team at Bowmore Asset Management have provided their Global Markets Overview for the final quarter of 2024 below:
We’re pleased to share our market overview for the final quarter of 2024. This quarter, we take a step back and look at some of the broader themes for 2024 including US exceptionalism, global politics, interest rate cuts and navigating China. We also provide our outlook for 2025 across all the major asset classes.
As always, if you have any questions about the markets or your portfolio, please do not hesitate to contact us.
