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The unanswered questions surrounding potential tariffs on Canada, Mexico, China, and Europe have indeed come fast and furious, leading to much uncertainty and volatility in the markets.

The year 2024 was a remarkable period for equity investors, with exciting technological advancements, welcomed interest rate cuts, and resilient consumer spending. As we look back, several key trends and events stand out that shaped the global investment environment.

Global markets performed well in the third quarter of 2024, continuing their positive trend this year. This was influenced by factors such as strong corporate profits, lower inflation, and interest rate cuts by central banks worldwide.

Our client letter provides a quarterly market update including insights into global markets, lower inflation, and the beginning of interest rate cuts by various central banks around the world.

Here's a deeper look at the factors at play to start the year.

he markets have been volatile recently because inflation has not declined as expected, and interest rates remain high. Investors had thought central banks would have started discussing interest rate cuts by now, but that has yet to happen.