CA - Aristotle Capital International Equity Q1 2024 Commentary

2024-04-11 10:40:00 ET

Summary

• Aristotle Capital Management is an independent/employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide.
• or the first quarter of 2024, Aristotle Capital’s International Equity Composite posted a total return of 3.77% gross of fees.
• Japan raised interest rates for the first time since 2007, while China lowered its five-year loan prime rate to stimulate its economy.
• Despite the U.S. economy’s continued expansion, economic data points remain mixed.
• investors face uncertainty the rest of the year, whether it be the path of central bank policy, the outcome of the 2024 U.S. presidential election, or the potential for new and/or escalating geopolitical conflicts.

Markets Review

(All MSCI index returns are shown net and in U.S. dollars unless otherwise noted.) ...

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