20 min I Date: 14 November 2024
In Q3 2024, markets were highly volatile. Equity markets initially surged due to investor interest in AI, but a Japanese rate hike, weak U.S. employment data, and geopolitical tensions triggered a sudden sell-off, particularly among Yen carry-trade assets. Emerging markets rebounded, with ASEAN standing out due to its stable economy, high consumption, and political reforms. Fixed income saw gains as investors priced in potential U.S. rate cuts, especially in emerging markets where currency strength added performance. Looking ahead, diversification and a focus on quality growth are advised to manage ongoing volatility.
- The performance of equities and fixed income.
- Economic outlook.
- Opportunities in the ASEAN and Malaysian market.
- Advice on asset allocation.
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