Special: Mid-Year Outlook with Lesley Marks and Steve Locke
The investment and economic water have smoothed over the last six months, yet market expectations of interest rate cuts were challenged by resilient growth and inflation. On this special episode, Lesley Marks, CIO of Equities, and Steve Locke, CIO of Fixed Income and Multi-Asset Strategies, discusses their market outlook for the rest of 2024. Topics discussed in their conversation include:
Global growth and the US economy
Inflation and interest rates
Bond market volatility and opportunities
Impacts of the energy transition on equity and fixed income markets
Market implications of generative…
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