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22 July 2024 -
Market commentary

Asset Allocation Overview: Q2 2024

Matthew Cady

Matthew Cady

Investment Strategist

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Time to read: 1 minute
  • Diversification
  • Multi-asset
  • Investment
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In summary

  • Despite political volatility, global economic growth, consumer spending, and corporate earnings still  prove constructive.
  • Inflation rates continue to moderate globally, buoying hopes for more interest rate cuts to come over the  rest of this year and beyond. 
  • In an uncertain world, diversification and avoiding concentration risk through a broad investment style  mix remains key

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About the author

Matthew Cady

Matthew joined Brooks Macdonald in 2019 and has 29 years’ experience in financial markets. Matthew is a member of Brooks Macdonald’s central research desk, which provides macroeconomic research and analysis. Matthew is a member of Brooks Macdonald’s Asset Allocation Committee, and is a Chartered Fellow of the Securities Institute.

Matthew has a first class honours degree in Financial Economics from Dundee University.

Matthew Cady

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