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

June 10, 2024

Key Takeaways U.S. economic resilience continued to surpass expectations, but early signs of a slowdown may be emerging. Slowing growth...

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May 9, 2024

Key Takeaways After a strong Q1 saw the S&P 500 jump over 10%, equity markets retreated in April with U.S....

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April 15, 2024

Key Takeaways The first quarter was a continuation of late 2023, characterized by stronger-than-anticipated growth paired with tamer inflation and...

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