Market Commentary

A glance at the previous month’s market events and thoughts on the near future.

One Direction, nobody can Drag Me Down

September 2024

Fixed income confidence
Equity optimism
Everything else followed suit

In the end, everyone’s a winner

August 2024

Kick-off with volatility rollercoaster
Calm the nerves on the carousel
Finish strong with the skyride

Cautious, yet Optimistic

July 2024

Why are we cautious?
Why are we optimistic?
Mixed messages = nimble and liquid

Insurance is cheap . . . for now

June 2024

Equities continue to make new highs
Inflation is decelerating
Protection is cheap