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Equities

Key drivers for global equities in the second half

July 02, 2024 - 3 min read

After hitting new highs in the first half of 2024, what might the next six months and beyond have in store for global equity markets? Chris Wallis, CEO, CIO, and Senior Portfolio Manager at Vaughan Nelson shares his global macro outlook, what areas are offering the most value, and risks investors should consider. 

  • Pickup in economic activity: Global growth should be stronger in the second half, with the end of a global industrial recession, pickup in Asia and the US, and liquidity provisioning by the major central banks.
  • Mid cap appeal: Valuations, fundamentals, and earnings growth potential should favor medium-sized capitalization companies in 2H.
  • Value in select companies: Going forward, equity markets won’t be sector driven, but by individual companies.
  • Prepare for choppy markets ahead: Normalization of interest rates, geopolitics, elections, and inflationary pressures, should make markets choppy. Investors should remember to take advantage of that volatility. 

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

This material is provided for informational purposes only and should not be construed as investment advice. The views and opinions contained herein reflect the subjective judgments and assumptions of the authors only and do not necessarily reflect the views of Natixis Investment Managers, or any of its affiliates. The views and opinions are as of 11/28/2023 and may change based on market and other conditions. There can be no assurance that developments will transpire as forecasted, and actual results may vary.

All investing involves risk, including the risk of loss. Investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.

 

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