By Fisher Investments, 26/02/2024

Macro Insights Q1 2024

Macro Insights: Fisher Investments’ global macro perspective in charts

We believe the new bull market cycle continues in 2024 and better than expected economic growth, strong corporate health, cooling inflation and a US election year should support equity markets. Growth will likely continue to lead in the near term, but a reheating economy could create conditions for a late 2024 leadership shift from growth to value. Additionally, while sentiment has improved over the past year, investors remain skeptical—providing ample room for upside surprise and strong equity returns.

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*The foregoing information constitutes the views of Fisher Investments based on information believed to be reliable. There can be no assurances that Fisher Investments will continue to hold these views. These views may change at any time based on new information, analysis, or reconsideration.

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About Fisher Investments Australasia

Fisher Investments Australasia offers a variety of Global, Non-US, and US Equity strategies for institutional investors. FIA delegates portfolio management to its parent company, Fisher Investments, a money management firm in the US founded in 1979 by investment guru Ken Fisher. Today, Fisher Investments and its affiliates oversee more than $406 billion* in assets for over 150,000 clients globally.* Founder Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 through 2016, making him the longest continually running columnist in the magazine’s 90+ year history. He has also authored several New York Times bestsellers on finance and investing. (*As of 31/03/2024)

For your reference, Fisher Investments Australasia is an investment manager located in Sydney. The parent company, Fisher Investments, is based in the United States, and manages assets for large institutional clients around the world.