Q1 2024 Market Recap: Strong Start Amid Cautious Optimism

Is 2023’s market rally here to stay?  

Moving into 2024, investors were cautiously optimistic about the financial market’s soft landing in the fourth quarter of 2023. Specifically, market strategists were uncertain if 2023’s rally was here to stay with inflation above the Federal Reserve’s target, a longer than expected terminal rate and concerns over earnings.  

As Q1 2024 ends, our latest Retirement Market Recap examines Q1’s unique market cycle, documenting the financial markets’ strong start. Our professionals cover key economic trends, including:  

• the resilience of the equity market; 

• U.S. equities’ strong performance; 

• the disconnect between equity prices and underlying fundamentals; and 

• fixed income’s first quarter struggles. 

Download our report today to get the first glimpse of 2024’s market performance. Contact us with any questions about this Market Recap or how TruePlan can help enhance your organization's retirement offerings.