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28 October 2024 -
Market commentary
Asset Allocation Overview : Q3 2024
Markets test belief in goldilocks
- A generally constructive global economic growth outlook is still pushing back on fears of a meaningful recession, but we recognise some early signs of fatigue in consumer and labour market momentum.
- After a mid-Q3 hiatus, markets recover their poise with remarkable speed. However, recent market volatility shows that sentiment is vulnerable should economic and corporate data deteriorate.
- Our asset allocation goal continues to be one of ‘balance’, keeping exposure to more than one economic scenario outcome, but taking a conviction position around opportunities for rotation.
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