Listen in to our CIOs as they discuss the effects of falling inflation, global elections, new sustainability legislation and decarbonisation on our portfolios.

CIO conversations – Q2 2024

Markets were fairly flat in Q2, with the exception of some high performing technology names focused on Artificial Intelligence. This influenced the quarter’s most disconnected investment themes – AI and renewable energy. Inflation eased which started a rate cutting cycle.

There was some political instability, particularly in Europe with the French elections, which alarmed the bond market. However, there was minimal market volatility as a result of the UK general elections.

The EU Nature Restoration Law passed this quarter and was adopted by EU. The law is aiming to restore 20% of EU’s land and sea by 2030.