Insights
January 2024 Market Recap
The equity market rally from the end of 2023 carried into January, although not without bumps along the way. From the start of the year ...
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Expectations vs Reality
2023’s year-end rally helped mark the S&P 500® Index’s sixth strongest annual return in the last 25 years, seemingly fueled by optimism surrounding the direction ...
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December 2023 Market Recap
The S&P 500® Index returned 11.69% in the fourth quarter of 2023, with monthly returns of -2.10%, 9.13%, and 4.54% in October, November, and December, ...
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The Quality Factor
Investors chase various goals, but often diversification is key and high atop minds amid the current stock-bond correlation conundrum...
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2023 Flagship (Index/RA) Commentary – Q4