While short-term volatility may return, July reinforced the benefits of a disciplined approach. With AI momentum, rate speculation, and style convergence all at play, this is a time for clarity and consistency.
Discussing the markets’ reactions to economic and geopolitical events, our Directors of Equity and Fixed Income provide an outlook for what lies ahead.
Key Takeaways:
- Strong Market Sentiment: Q2 Earnings & AI Optimism
- Weak July Jobs Report: Treasury Prices Higher, Yields Lower
- Investor Implications: Stay Invested, Stay Balanced, Mind the Volatility