Despite an array of geopolitical challenges, global markets delivered unexpectedly strong returns in the third quarter of 2024. Amid escalating conflicts in the Middle East and Eastern Europe, and uncertainty over the outcome of the upcoming US presidential election, markets instead focused on a number of positives.
In our latest Six Minute Strategy video, Guy Monson discusses some of these factors, including a ‘soft landing’ in the US economy, lower inflation globally and, most recently, a long-awaited Chinese stimulus package.