3Q24 Commentary: As the Fed Provides a Clearer Fiscal Policy Roadmap, Our Models Signal for Less Risk

Q3 2024 saw a broad rally driven by small-cap, value stocks, and international markets as central banks cut rates. Looking ahead, caution is shifting focus to selective opportunities in sectors like financials, healthcare, and industrials.

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3Q23 Review and Outlook: Narrow Market Leadership, “Higher for Longer” Interest Rates, and a Potential New Wave of Inflation

3Q23 Review and Outlook: Narrow Market Leadership, “Higher for Longer” Interest Rates, and a Potential New Wave of Inflation

The majority of the returns of the S&P year-to-date can be attributed to just 7 companies. The tailwind that government stimulus provided to the economy is likely over given current deficits and the high...