Market Review & Macro Observations Portfolio Changes Techno Optimist – Marc Andreessen
Market Review & Macro Observations Portfolio Changes Opportunities & Looking Forward
Market Review & Macro Observations Impacts on Performance Portfolio Changes Opportunities & Looking Forward
Market Review & Macro Observations Impacts on Performance Portfolio Changes Opportunities & Looking Forward
Market Review & Macro Observations Impacts on Performance Portfolio Changes Opportunities & Looking Forward [1] https://www.needhamfunds.com/growth-factor/the-tariff-tantrum-and-opportunities/ [2] https://www.twz.com/news-features/israels-iron-beam-laser-air-defense-system-has-downed-enemy-drones#:~:text=In%20its%20definitive%20form%2C%20Iron,economically%20viable%2C%E2%80%9D%20Rotem%20added.
Market Review & Market Observations Impacts on 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% 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 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 […]