Market Commentary - February 2024

• Markets were risk-on in February, with equity markets delivering positive returns around the world and across sectors.

• Inflation rose in January, underscoring that while on the right trajectory, it may continue to be a bumpy ride towards the Federal Reserve’s target of 2%.

• Only time will tell if markets give us the cautionary “Ides of March” or a sustained period of market returns, however, measures can be taken now to navigate either scenario effectively.