Quarterly Market Commentary - Q1 2024

Strong Start to 2024, but Risks Remain
April 9, 2024

While we have been more optimistic than the market about the macro-outlook and probability of a “soft landing,” there are a number of risks that we remain focused on, including a policy error by the Federal Reserve; concerns about commercial real estate; geopolitical developments; and, of course, the US election this fall.

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