What a difference a quarter makes. Coming into 2024, strategists were generally downbeat about what the year’s equity returns may be. Tempering expectations made sense considering the® 26% total return in 2023 and with uncertainty around how GDP growth would unfold along with a shifting inflationary backdrop.1 There are still big questions around Fed policy, consumer spending, and the overall valuation of US stocks.
Along with the key macro factors, Wall Street Horizon hosts a Data Minds event on April 11 to shed light on risks ahead of the Q1 reporting season. Capital markets experts will share insights on leveraging data to better manage risks emerging from AI regulation, ESG greenwashing, the rise of thematic and actively managed ETFs, and more..
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