Darius McDermott and Juliet Schooling Latter are back for a comprehensive quarterly market update. Reflecting on the first quarter of 2024, they delve into various regions and sectors that experienced notable highs. We also discuss the potential for economic recovery in Europe, China's struggle to regain momentum post-Covid and speculation surrounding interest rate cuts by the Federal Reserve.

What’s covered in this episode: 

• All-time highs for the S&P 500
• Should investors continue to back technology?
• The US inverted yield curve (and what it means)
• What’s driving success in Japan
• What a weak yen means for returns
• Outlook on Japanese equities
• Can the gold price continue to soar?
• Does Europe look better from here?
• Will we see a recovery in China? 
• Bond markets today
• What does it mean, if or when the Fed cuts rates?
• Has the outlook for 2024 changed after Q1?

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Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.