Fed Pivot Underway – September 2024

Fed Pivot Underway – September 2024

September saw strong performance across most asset classes with the exception of certain alternative sectors. The start of a rate-cutting cycle, highlighted by an aggressive 50-basis-point reduction in the federal funds rate, boosted market sentiment. This fueled...
The Great Rotation – July 2024

The Great Rotation – July 2024

In July, rising unemployment and a cooling labor market, coupled with lower trending treasury yields and indications from the Federal Reserve of possible rate cuts in their upcoming September meeting led to overall positive performance across asset classes, with the...