1st Quarter 2024 Commentary. Equity markets had a stellar run in the first quarter, with the s&p 500 up over 10% and nearly 30% from the october low. First quarter 2024 investment commentary.

The first quarter of 2024 showcased remarkable resilience amidst various challenges. If growth continues to slowly decelerate, but inflation strongly takes off again in the wrong direction, the expectation of a fed interest rate cut in 2024 is starting to.