Quarterly investment perspective

Undercurrents Surfacing: Economic Bifurcation, Supply-Side Gains, and China Decoupling

Bessemer Trust Q1 QIP 2024
In brief

In our latest Quarterly Investment Perspective, Chief Investment Officer Holly H. MacDonald and members of the investment team share our current thinking on the economy, markets, and portfolio positioning with a special focus on three key undercurrents that could limit — or extend — the current economic cycle.