News & Insights

August 2024 Market Update

August 2024 Market Update

AUGUST 2024 MARKET UPDATE Narrative shift, rate cut likelyHoping this update finds you doing well! After a strong June, major U.S. equity indexes were mixed in July, indicating some divergence and a potential shift in the narrative to come. And so far, in limited...

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July 2024 Market Update

July 2024 Market Update

JULY 2024 MARKET UPDATE June a Boon for U.S. Equities Hope all is well with you! I’m reaching out today with an overview of key developments in June. Overall, diversified, long-term equity investors were in command throughout June as the recent rally continued amid...

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