January 2024 Market Update

January 17 2024

In our January 2024 Market Update Video, Senior Portfolio Manager Brendan Paul and Head of Client Investment Solutions David Dix discuss what drove the solid returns late in 2023 and how investment markets are shaping up in 2024.

In this short video, they cover:

  • The risks threatening to disrupt this very rare ‘Goldilocks’ scenario
  • The rise of equity market concentration and bond/equity correlations in the current environment
  • And why small-cap and emerging markets have emerged as attractive risk/reward opportunities for 2024.

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