Investment Weekly
Chart of the week – Asset class performance in Q4
The story of investment markets in 2024 has been dominated by the course of disinflation and the global rate cutting cycle. This week’s sell-off in global stocks on a more hawkish Fed outlook showed how hyper-sensitive markets are to disappointing macro news – and it was the latest in a number of twists and turns that have influenced asset class performances in Q4.
More from this week:
Market Spotlight
- Some investor questions for 2025
Lens on…
- A shallower slope for cuts
- EM stocks this quarter
- Trading places