Welcome to our Q1 2024 investment update designed for insurers.
Economic attention over the quarter was primarily on inflation. At the start of the quarter investors had focused on the persistence of large price increases and central bank messaging on rates being held higher for longer. Yet, as headline inflation fell, sentiment swung dramatically towards the end of the quarter, pushing markets to price in interest rate cuts in 2024. In addition, reviews of the regulatory frameworks within both Europe and the UK have continued to progress.
This is a financial promotion and is not investment advice. The views expressed are those of the author at the date of publication unless otherwise indicated, which are subject to change, and is not investment advice.