Monthly report
Asset returns diverge in Q4 amid rising long yields and a strengthening US dollar
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Overview
Q4’s US equity outperformance, US dollar appreciation and rising long yields were the key trends that also influenced asset performance over 2024.
Key highlights:
- Global Asset Classes – US election, central bank caution are major drivers
- Global Equities – Japan equities lead in Q4, US on top over 12M
- Industry returns – Financials on top
- Alternative Indices – REITs and Core Infrastructure underperform
- Factor performance – Momentum outperforms, Size pulls back
- Foreign exchange – USD surges
Starting February 2025, we will be combining our GBP edition and the EUR edition into a consolidated Europe edition.
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