Today's episode brings back Hugo Ste-Marie from Scotiabank Global Banking and Markets (GBM) to recap 2023 and dive into what's in store for 2024. What most surprised Hugo about the markets in 2023 and what surprised him the least? What can we expect in 2024?

Hugo leads the Scotiabank GBM portfolio strategy team, which uses macroeconomic trends, equity market fundamentals, and quantitative models to determine optimal asset-mix, global-equity, and sector-allocation strategies, complementing the top-down perspectives offered by Scotiabank Economics, as well as the bottom-up research of sector-specific analysts.