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Third Quarter – September 2024

By Quarterly Report

The third quarter of 2024 proved to be a dynamic period for global markets, with significant developments across equities and fixed income assets. The combination of cooling inflation, the initiation of interest rate cuts by major central banks, and stimulus efforts from China created a supportive backdrop for investors.

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Year End – December 2023

By Quarterly Report

The S&P 500 index, with its growth-oriented composition, outperformed other major equity indices by delivering an 11.7% total return, its best in three years. This performance was particularly notable as it encompassed a wider range of sectors, breaking away from the earlier concentration on tech and AI stocks.

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Fourth Quarter – December 2022

By Quarterly Report

2022 was a year for the history books, it was the first year since the 1870s that both U.S. stocks and long-term bonds fell more than 10% in the same calendar year. 2022 will mainly be remembered as a year when markets priced in the unpleasant consequences of higher inflation and interest rates…

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