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Investment Weekly

Looking back at markets in Q1
05 April 2024

    Chart of the week – Looking back at markets in Q1

    Q1 was a good quarter for stocks, but a tougher one for government bonds. Growing animal spirits boosted risk assets, as economic data remained broadly consistent with a soft-landing scenario. Corporate profits came in better-than-expected, while crypto rallied hard, credit spreads moved to multi-year tights, and oil prices rose.

    Chart of the week – Looking back at markets in Q1

    More from this week:

    Market Spotlight

    • Venturing into Venture Capital

    Lens on…

    • A growth/value ‘triple top’
    • Are markets too hawkish on the Fed outlook?
    • The lure of ‘all-in’ credit yields

    Download the full report PDF, 3.1MB