Market outlook predictions for the second half of 2024

This monthly commentary gives a roundup of global markets and trends. 

In this edition:

• Growth prospects and company earnings have improved this year and look set to continue
• Company profit margins have also been boosted as ‘big data’ drives pricing power
• Sporadic risks relating to elections are worth watching, as is poor market breadth
• We think the second half of the year will be characterised by relatively solid fundamentals