Monthly Market Updates
Stay Ahead of the Curve: Insights and Analysis on Recent Market Trends
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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...
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...
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...
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...
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...
Equity Indexes Reach New All-Time Highs – February 2024
February exhibited a strong rebound for equities, with the recent rally leading 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 the...
A Divergence Emerges Amid Rate Uncertainty – January 2024
January brought a month of mixed returns across various asset classes, with certain interest-rate-sensitive segments in the negative. As anticipated, the Federal Reserve kept rates stable, marking the fourth straight meeting in which the Federal Reserve kept rates...
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