April 11, 2024By Julie Biel, CFA

Strength in the Equity Markets Continues

Market Review 1Q2024 Update | KayneCast 247

“I don’t think I’m able to go into any meeting without talking about AI. And I think that absolutely makes sense to me because to me, AI is probably as large if not larger in its impact on the global economy as the Internet. The thing is that we maybe sometimes forget is when the Internet came about, we sort of didn’t know what its highest and best use was going to be.”

Each quarter, Julie Biel, CFA, Chief Market Strategist offers her perspective on the underlying forces driving the market.  Listen to her most recent episode where Julie recaps market activity during 1Q 2024, focusing on these areas:

  • What were the drivers behind performance across equity markets in the first quarter?
  • How quickly will the Fed cut interest rates and why is the KAR Investment Team is paying attention to the services economy?
  • Where are there dislocations in the market?
  • What are the opportunities and risks with investing in AI?
  • Do the 2024 presidential candidates’ policies differ in ways that could impact industries into 2025 and beyond?

For more insights, read our 1Q 2024 Commentary or subscribe to KayneCast where we provide the latest updates from the KAR Investment Team on our investment strategies.

KayneCast is available on Apple Podcasts and Spotify.

KARCast is the official podcast series of KAR. This material is provided as a matter of general information and is not intended to be relied upon as a forecast or research. The opinions expressed herein are those of the speakers and are not necessarily the opinions of KAR or its affiliates, are current as of the date and time of the recording, and are subject to change at any time due to changes in market or economic conditions. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by KAR to be reliable and are not necessarily all inclusive. KAR does not guarantee the accuracy or completeness of this information. Any securities included in this podcast are based on objective, non-performance based criteria and such mentions should not be considered a recommendation to purchase or sell the securities mentioned. This podcast should not be construed as an offer or solicitation to purchase or sell any security. KAR’s strategies may not be suitable or appropriate for all investors depending on their specific investment objectives and financial situation. Potential investors should always consult with their own financial professional before determining whether to invest in a particular investment or investment strategy. Reliance upon information in this material is at the sole discretion of the listener. To the extent any performance is discussed, past performance is not indicative of future results.