Insight Newsletter—Summer 2024

September 19, 2024

Our Insight Newsletter is now available. Included in this edition:

Investment Commentary
Our Thoughts on recent market volatility
And More

Recent Insights

Investment Perspectives

Third Quarter 2024 Investment Commentary

Volatility unfolded in the third quarter as investors parsed through economic data attempting to gauge whether the economy will slow and how much the Federal Reserve would need to lower interest rates to prevent a recession. Toward the end of September, the Fed opted for a shift in policy and reduced the Fed Funds rate by a half percentage point.

Investment Perspectives

Insights on Recent Stock Market Volatility

Stock markets hit record highs during the middle of July, with the U.S. large cap index (the S&P 500) reaching a record high on July 16th. Since then, volatility spiked and the S&P 500 fell 8.5% from that high through August 5th. In this post we share our thoughts on what’s driving this surge in volatility and our view looking ahead.