Review and outlook

The first half of 2024 delivered solid returns for equity investors in particular. For bond investments, rising interest rates were a mixed blessing. US technology stocks continued to dominate global equity markets.

2024 continues to present opportunities for mixed investment portfolios: Government bonds offer protection against the economic downturn, while equities are benefiting from a persistently robust economy and rising corporate earnings. After the first televised presidential debate between Joe Biden and Donald Trump, attention has already shifted to the US elections.

What do investors need to consider? How do we view the situation on the markets? Our “Review & outlook” publication provides answers. Why not take a look?