In our last quarterly outlook, Tim Toohey (Head of Macro and Strategy) called for a solid bounce in the final quarter of 2023
And what a bounce it was: after a -0.8% September quarter, the ASX 200 returned 8.4% (q/q) in 4Q23 and a very respectable 12.4% return over 2023.
With 2024 now upon us, the main thematic is interest rate cuts: when and how many? In his preview of the March 2024 quarter, Tim reveals his expectations for rate cuts here and abroad, and details the relevant implications for investment markets.