During the second quarter, U.S. economic growth continued near a 2% pace, the Fed raised rates once and promised to deliver another two hikes prior to year-end, U.S. equities were strong performers led by mega cap Nasdaq names, fixed income returns were negative as long rates rose, real assets were mixed with gold and real estate rising while energy fell. Alternative assets remained well positioned, especially as certain segments continue to rerate lower in price given the change in rates.

RECENT INSIGHTS

February 8, 2024

· U.S. growth surprised to the upside through 2023 and continues to be on solid footing entering 2024, although vulnerabilities...

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January 12, 2024

Key Takeaways Global growth bested pessimistic expectations coming into the year and the widely anticipated recession of 2023 never came...

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December 8, 2023

· If U.S. investors were feeling anxious about global events it was difficult to detect, as big rallies in U.S....

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