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As we navigate the dynamic world of financial markets, it's important to revisit a critical subject: market volatility. The recent shifts in early August 2024 remind us of the unpredictable nature of markets, influenced by weaker economic data and persistent geopolitical strife.
In July, markets delivered mixed results across different asset classes. Global bonds performed well as yields fell, driven by softer-than-expected economic data from the US, including a decline in the Consumer Price Index. These lower-than-expected inflation figures led investors to anticipate that the US Federal Reserve might cut interest rates sooner than expected.
This entry includes both the Quarterly Investment Update & Fund Commentary for Q3 2024, and the September 2024 Monthly Update.