The second quarter of 2024 was one of the most eventful periods for global markets. We witnessed an attempted assassination of a presidential candidate, Biden's withdrawal from the race, a shock French election result, lower US inflation, a Microsoft outage, and a more dovish Fed.

In our latest video discussion, Damien Hennessy, Head of Asset Allocation and David Wright, Co-Founder and Investment Director, answer four questions that cover the most consequential themes and trends for investors:

• What were the most influential developments for markets in Q2?
• Given the changing dynamics and uncertainty, how do we anticipate the US election playing out for markets?
• Why is the Bank of Japan's decision to lift rates to 0.25% important and what does it mean for the yen and Japanese equities?
• Why are we seeing a big rotation in markets with AI and tech stocks down, and markets like the UK and small caps doing well?