US Equity Market: Macro Update & Key Themes

Watch our webcast featuring Michelle Weaver from Morgan Stanley Research as she dives into what we should expect for the US equity market for the remainder of 2024. She covers key themes including the health of the US consumer, expectations into the election, and longevity. Michelle analyzes the ways in which consumers are adjusting to economic changes by honing in on their spending behaviors. She also explores the effect of longevity and how an aging populace are impacting the market. Which industries are being positively affected and which ones are taking a hit?

Key topics include:

• Consumer Spending Shifts: How consumers are adapting to elevated price levels and economic uncertainty is changing how consumers behave.
• The 2024 Election’s Impact: Exploring how the outcome of the US election could impact different sectors.
• Longevity and the Aging Population: The increasing financial influence of a maturing population on sectors like healthcare, housing and finance.