Year-End Review and 2024 Outlook


Head of U.S. Equity Mark Giambrone and Head of International Equity Rand S. Wrighton, Jr., CFA reflect on the twists and turns of the 2023 equity markets – from a surge in growth stocks to liquidity concerns. They also share factors they believe will shape the 2024 investment landscape, including potential impacts of the U.S. election and the ongoing deglobalization trend.

The outlook for value investing in 2024 appears dynamic and promising, presenting opportunities for those keen on navigating the evolving financial markets.

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