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Q1 2024 Market Crowding Spotlights Changing of the Guard Risks
Manage episode 403927477 series 3363536
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While fundamentals remain constructive for the 2024 equity market outlook, intra-market rotations abound. The market’s thirst for AI tools and technology investments in 2023 played out in a dramatic fashion. A stabilizing profit cycle coupled with a supportive credit market allows investors to look more broadly at opportunities in equities. In short, while we can foresee some turbulence with a possible break in leadership, fundamentals remain constructive in the equity markets.
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