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As we head into a traditionally volatile time of year, we offer our view on the US economy and markets. We highlight the supportive stance of government policy as a key reason we think the US will avoid a recession in the foreseeable future.
We're happy to say the past twelve months have been positive for our clients. With 2023 behind us, we are now squarely focused on the year ahead. This blog provides a high level summary of our positioning as we look to build on this momentum in 2024.