Strength in the Equity Markets Continues

Strength in the Equity Markets Continues

Market Review 1Q2024 Podcast | Episode 247

April 11, 2024

“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.

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date listed on the correspondence, and KAR does not undertake to update the information presented. This information is based on KAR’s opinions at the time of publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein. 

Past performance is no guarantee of future results.

Related Insights