Monthly report
Equities advance as rising long yields challenge rate-sensitive segments
Download the latest reports
Overview
Diverging growth outlooks and more modest expectations for the timing and size of policy rate cuts drove asset class returns in Q1 2024.
Key highlights:
- Global Asset Classes – Rates outlook is key performance driver
- Global Equities – Japan and the US fare best
- Industry returns – Cyclicals outpace defensives and real estate
- Alternative Indices – REITs underperform
- Factor performance – Momentum shines
- Foreign exchange – USD strengthens broadly
This report provides actionable insights on global performance across asset classes, regions, currencies, industries and styles, using proprietary month-end data from our flagship index families.
To support your investment decision-making, we produce specialist content that provides analysis and insights on a range of investment topics. Go to our hub for valuable Market Insights.
