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UPDATED: August 12, 2024
I share some of the insights from our investment research team at IM Global Partners during the Q2 Investment Market event. Their “base-case view” is for the economy to continue growing, slowing, for inflation to grind lower and for equities to continue to do well.
- IMGP believes inflation has peaked and will trend lower. They also believe interest rates have peaked. They believe the economy is relatively healthy for the time being.
- They believe we should continue to invest internationally as well as in the U.S.. Within the U.S., large-cap growth continues to dominate. In particular, artificial intelligence companies are increasingly profitable. Outside the U.S., the research team finds many compelling opportunities in equities in developed countries as well as emerging markets. Foreign companies are trading at a large discount to U.S. companies.
- In fixed income, IMGP is “taking advantage of the inverted yield curve.” In short, this means shorter-duration, less-risky bonds are providing good yields.
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