VP & Portfolio Manager Clement Chiang summarizes key points from our latest quarterly market commentary.

VP & Portfolio Manager Clement Chiang summarizes key points from our latest quarterly market commentary.
With today’s unusually complex macroeconomic landscape, we continue to be proactive rather than reactive as we build & maintain resilience in our strategies.
Fresh off a positive year for equity returns in 2023, global stock markets continued their march higher in the first quarter (Q1) of 2024.
Q3 Commentary from Portfolio Manager Clement Chiang sheds light on the signs of fragility as markets adjust to the higher-for-longer interest rate narrative.
Musings on current conditions, potential implications and how different scenarios present opportunities for disciplined long-term investors.
Monetary policy works in long and variable lags, meaning it takes time for the effects of higher rates to become clear.