Uncovering Quality Through the Fog: Equity Markets Outlook

Ann Miletti, Bryant VanCronkhite, and Megan Miller provide their perspectives on equity investing in 2024 and share the equity environment and opportunities they expect to see.

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9 min read



Key takeaways

  • Ann shares why she believes we may see a recession, certain small/midsize equities could be poised to outperform, and defensive sectors could rally in 2024.
  • Bryant discusses why the shift to a higher-for-longer interest rate environment means high-quality companies are poised to stand out going forward.
  • Megan explains how an options-based strategy can complement an equity portfolio, especially in uncertain markets, by generating consistent income and mitigating equity risk.