Fidelity Institutional
January 26, 2024
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Quarterly Market Update - First Quarter 2024

Fidelity’s Asset Allocation Research Team (AART) examines major themes in the global financial markets and presents its investment outlook. The Q1 2024 Quarterly Market Update discusses topics on the current market environment, including:

  • Whether the solid consumer backdrop at the beginning of 2024 appears likely to persist.
  • What a shift toward lower policy interest rates could mean for stocks and bonds.
  • If the U.S. could see alternate scenarios to a soft-landing consensus, including upside inflation risks and a greater-than-expected economic slowdown. 

Read our full report.

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