Macro Observations Portfolio Performance Outlook

Market Review & Macro Observations Impacts on Portfolio Performance Portfolio Changes Opportunities & Looking Forward

Market Review & Market Observations Impacts on Performance Portfolio Changes Opportunities & Looking Forward

Macro Observations Portfolio Performance Outlook

Market Review & Macro Observations Impacts on Portfolio Performance Portfolio Changes Opportunities & Looking Forward

Market Review & Macro Observations Impacts on Portfolio Performance Portfolio Changes Opportunities & Looking Forward

MARKET REVIEW & MACRO OBSERVATIONS In 3Q24, the Russell 3000 returned 6.23%, the Russell Midcap Growth returned 6.54%, and the S&P MidCap 400 returned 6.94% with positive contributions from most sectors. For the year-to-date ended September 30, the Russell 3000 returned 20.63%, the Russell Midcap Growth returned 12.91%, and the S&P MidCap 400 returned 13.54%. […]

MACRO OBSERVATIONS The broadening of the equity markets is good for small-cap stocks and something we have been expecting as the economy remains resilient as inflation cools. The Federal Reserve began to cut interest rates, which should support risk asset valuations over the long term. Small-cap company management teams seem more upbeat than they have […]

MARKET REVIEW & MACRO OBSERVATIONS In 3Q24, the Russell 3000 returned 6.23% and the Russell 2000 Growth returned 8.41%, with positive contributions from most sectors. For the year-to-date ended September 30, the Russell 3000 and Russell 2000 Growth returned 20.63% and 13.22%, respectively. The Russell 3000 provides exposure to the largest 3,000 U.S.-listed companies. Effective […]

MARKET REVIEW & MACRO OBSERVATIONS In 2Q24, the Russell 2000 Growth declined -2.92% and the Russell 3000 increased 3.22%. The Russell 3000 provides exposure to the largest 3,000 U.S.-listed companies. Effective June 30, mutual funds are required by the SEC to issue Tailored Shareholder Reports (TSR). As part of the TSR, funds must compare themselves […]