This Quarterly Markets Review from Schroders provides a comprehensive analysis of global market trends in Q4 2024, highlighting key developments and their implications for 2025.
• U.S. Strength: S&P 500 posted strong gains after Trump’s re-election, led by tech and consumer sectors, despite Fed rate cuts slowing due to sticky inflation.
• Eurozone Challenges: Recession fears and political instability in France and Germany weighed on equities, while the ECB continued its easing cycle.
• Emerging Markets: Faced headwinds from U.S. trade policies, with limited gains outside of select regions like Taiwan.
• Commodities & Bonds: Energy outperformed, while bond markets saw volatility from geopolitical risks.
For detailed insights and actionable strategies, access the full report.
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