Investor Commentary Q2 2024:
The first half boom stalled out over worries about inflation, debt levels, and the possibility that the Fed will keep rates high for too long.
https://t.co/smB0nhvIi1
Investor Commentary Q1 2024:
A quarter defined by divorces: we saw a few important relationships break down with profound implications for the economy and markets.
https://t.co/oDATKL8v7n
Framing returns matters: performance over the past couple of years can look good or bad in any asset class depending on what time frame you pick.
Check out the Q3 Investor Commentary: https://t.co/eAQo9ShZ6o