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%. […]

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 […]

MARKET REVIEW & MACRO OBSERVATIONS In 2Q24, the S&P MidCap 400 declined -3.45%, the Russell MidCap Growth declined -3.21%, 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 […]

MARKET REVIEW & MACRO OBSERVATIONS In 1Q24, the Russell 2000 Growth returned 7.58%, the Russell 2000 returned 5.18% and the S&P 500 returned 10.56%. Inflation in January and February was over 3.0%, above the Federal Reserve’s 2.0% target.1 Expectations for GDP growth increased slightly in 1Q24. At the beginning of the year, the Atlanta Fed’s […]

MARKET REVIEW & MACRO OBSERVATIONS In 1Q24 the S&P 500 returned 10.56%, the S&P MidCap 400 returned 9.95%, and the Russell 2000 returned 5.18%. Inflation in January and February was over 3.0%, above the Federal Reserve’s 2.0% target.1 Expectations for GDP growth increased slightly in 1Q24. At the beginning of the year, the Atlanta Fed’s […]

MARKET REVIEW & MACRO OBSERVATIONS In 4Q23, the S&P MidCap 400 returned 11.67%, the Russell 2000 returned 14.03%, and the S&P 500 returned 11.69%. In September, the Federal Reserve indicated the possibility of one more rate increase in 20231, and the markets were weak in October. Markets rallied after the November Fed meeting when rates […]

MARKET REVIEW & MACRO OBSERVATIONS In 4Q23, the Russell 2000 Growth returned 12.75% and the Russell 2000 returned 14.03%. In September, the Federal Reserve indicated the possibility of one more rate increase in 20231, and the markets were weak in October. Markets rallied after the November Fed meeting when rates remained at 5.25% – 5.50%. […]

MARKET REVIEW In 3Q23, the S&P 500 Index lost 3.27%, the S&P MidCap 400 lost 4.20%, and the Russell 2000 lost 5.13%. In July, the Federal Reserve raised interest rates 25 bps to 5.25% – 5.50% and then paused in September. The Fed indicates that there could be one more rate increase in 2023.1 10-year […]

MARKET REVIEW In 3Q23, the Russell 2000 Growth and Russell 2000 Indices were down 7.32% and 5.13%, respectively, and the S&P 500 lost 3.27%. In July, the Federal Reserve raised interest rates 25 bps to 5.25% – 5.50% and then paused in September. The Fed indicates that there could be one more rate increase in […]