‘Fear of missing out’ has been a major catalyst driving markets higher in recent months. As we approach the end of the first quarter of 2024, we consider where that leaves the outlook for asset prices.

Today we discuss the implications for markets as more sectors participate in the rally, even as some mega tech stocks struggle. We will also examine the contrasting performance of India and China and consider some ‘what if’s’ should Donald Trump be re-elected as US president.

Presented by Seamus Lyons CFA, Senior Investment Manager and Thomas Vogl CFA, FRM, Portfolio Manager. Hosted by James Duckworth, Investment Writer.