LGOV - CIO Outlook: Is Higher Volatility On The Horizon?

2024-06-26 09:25:00 ET

Summary

• Rates won’t come down as quickly as some had hoped, according to our CIO, William Davies, but further gains for equities are still possible this year.
• Heading into the second half of the year, we’re likely to see further divergence in central bank actions, which may create volatility, but also opportunity.
• We think there is still room for equities to advance and for the market to broaden as a resilient global economy continues to support stocks.

By William Davies, CFA

Rates won’t come down as quickly as some had hoped, according to our CIO, William Davies, but further gains for equities are still possible this year....

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