Quarterly Markets Review - Q4 2024

This Quarterly Markets Review from Schroders provides a comprehensive analysis of global market trends in Q4 2024, highlighting key developments and their implications for 2025.

• U.S. Strength: S&P 500 posted strong gains after Trump’s re-election, led by tech and consumer sectors, despite Fed rate cuts slowing due to sticky inflation.

• Eurozone Challenges: Recession fears and political instability in France and Germany weighed on equities, while the ECB continued its easing cycle.

• Emerging Markets: Faced headwinds from U.S. trade policies, with limited gains outside of select regions like Taiwan.

• Commodities & Bonds: Energy outperformed, while bond markets saw volatility from geopolitical risks.

For detailed insights and actionable strategies, access the full report.