This post is an excerpt from our March 8, 2024 market discussion video to VP clients. The full length, original video can be viewed here. Highlights from the March 2024 Big Picture discussion: The ongoing rebound in global leading growth inputs paired with the US fiscal outlook support our structural preference for commodities and real assets.
VP March 2024 Big Picture Discussion
VP March 2024 Big Picture Discussion
VP March 2024 Big Picture Discussion
This post is an excerpt from our March 8, 2024 market discussion video to VP clients. The full length, original video can be viewed here. Highlights from the March 2024 Big Picture discussion: The ongoing rebound in global leading growth inputs paired with the US fiscal outlook support our structural preference for commodities and real assets.