4Q23 | 2023 ENDS ON AN OPTIMISTIC NOTE

INVESTMENT ENVIRONMENT EQUITY MARKETS FIXED INCOME MARKETS
Easing inflation and lower rates offer relief to economic challenges that were building. Uncertainty remains, though a soft landing is now easier to envision. A broad based market rally as stock indices surge into year-end. More dovish central bank policy was particularly welcome for rate sensitive sectors. The peak in overnight rates appears to be in the rear view mirror. The market’s perception of a policy pivot led to a significant repricing along the curve.

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