Watch our Investment Update - February 2024 (video)


Generate Contributor


Watch our Investment Update - February 2024 (video)

Watch our latest Investment Update video to hear our Global Equities Research Analyst, Natalia Plamadeala, gives us an update on the reporting season and some of the standout performances they saw in February. February’s update was hosted by our adviser Stephanie Whittaker.

Please tune in and let us know what you think.

section image

Some of the key takeouts from the video include:

  • February witnessed robust growth in global equities, with significant gains across international equity indices, particularly in Japanese and US markets.

  • US equities reached all-time highs, driven by a strong earnings reporting season, indicating potential resilience in the US economy and alleviating concerns about macroeconomic headwinds.
  • Technology-related stocks, notably Meta and Nvidia, stood out during the earnings season, surpassing market expectations and contributing significantly to market performance.
  • While there are concerns about elevated market valuations and the sustainability of the current market rally, factors such as strong corporate earnings, resilience in the US economy, and broad-based market strength suggest a potential for continued growth, albeit with fluctuations.