Stocks Rotate as Cuts Come to the Horizon
The stock market saw a dramatic reversion in July, as small-cap stocks significantly outperformed their large-cap counterparts for the month. Our opinion is that this rotation was based on a…
Market Trends at the Mid-Year Mark
by Jeremy Bryan, CFA The first half of 2024 is now complete. The predominant investment theme of the year thus far has been the secular trend of artificial intelligence (AI),…
Strength from the Largest Companies
by Jeremy Bryan, CFA Stocks rallied in May and ended the month near all-time highs for the S&P 500. The index has been buoyed by technology, communications, and consumer companies…
A Bump in the Road or Something More?
by Jeremy Bryan, CFA Markets faced their first real correction in 2024 as stocks declined for the month. One of the reasons for the correction was renewed inflation fears as…