When reviewing markets halfway through the year, I was struck by just how durable the key investment themes had been.
The consensus view at the start of 2024 was uber benign – commonly referred to as Goldilocks – a resilient economy in which inflation declines enough so that central banks can start cutting interest rates.
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Stephen Miller is an investment strategy advisor to GSFM and formerly a Treasury officer who served on the personal staff of the then-treasurer Paul Keating from 1985 to 1987.
