Monthly Market Updates

Stay Ahead of the Curve: Insights and Analysis on Recent Market Trends

Expert Insights:

Stay Informed with Our Monthly Market Updates

We equip financial professionals with crucial updates and perspectives on the evolving market landscapes. Each month, we delve into the significant movements and trends in the investment world, providing you with the knowledge necessary to optimize client portfolio management, grasp emerging investment trends, and enhance asset allocation methods. Our updates feature in-depth analysis of the market’s current state, strategic insights for asset management, and timely information that influences the industry.

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...

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Markets Mixed as Economy Cools – June 2024

Markets Mixed as Economy Cools – June 2024

The month of June saw rising unemployment and a cooling of labor markets, coupled with treasury yields trending lower, resulting in mixed returns across the broad markets. Most equities, including small and mid caps, experienced negative returns while large caps and...

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Markets Rebound as Economy Cools – May 2024

Markets Rebound as Economy Cools – May 2024

In May, we witnessed a substantial rebound across the broad markets, marking a notable turnaround from April's selloff. Equity markets in particular spearheaded the recovery, while alternatives (represented by the S&P GSCI Index), which previously led the way in...

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Markets Retreat – April 2024

Markets Retreat – April 2024

In April, we witnessed a sizeable retreat throughout the broad markets, signaling a pause in the optimistic rally we’ve observed thus far this year, particularly in the equity markets. This pull-back comes amidst heightened investor concerns with the near-term market...

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Economic and Asset Class Momentum – March 2024

Economic and Asset Class Momentum – March 2024

March exhibited strong returns across major asset classes, with the recent rally propelling the S&P 500 index and several other major equity indexes to reach new all-time highs to close out the month. All major asset classes saw positive returns for the month with...

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