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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2022 has been a difficult and frustrating year for many asset managers, ourselves included. The S&P 500 recently entered a bear market, falling 20% from its most recent peak. While this is far from uncharted...