Fourth Quarter 2024 Market Commentary: Same As It Ever Was
“Santa Claus Rally" Remained Elusive But 2024 Handed Investors Broad-Based Gains. The Same As It Ever Was.
The Institutional Ledger
Investment research & market insights from our team.
“Santa Claus Rally" Remained Elusive But 2024 Handed Investors Broad-Based Gains. The Same As It Ever Was.
In literature and theater, comedies and tragedies are two popular genres. At various points in time, markets can appear to be reflective of both.
As asset allocators, it is unusual to spend a significant amount of time on individual stocks, such as The Ten Trillion Dollar Trio; however, given the concentration by market cap and performance in a...
The stock market started the year with a bang. In keeping with the Taylor Swift song Shake It Off, the market has remained unbothered by potential external signs of instability and has continued to ma...
In many ways, 2023 appeared the polar opposite of 2022. The traditional 60/40 portfolio of stocks/bonds declined double digits in 2022, yet this same portfolio mix increased double digits in 2023.
One overarching advantage endowments have over other pools of capital is a long time horizon. Endowments defy the two certainties in life: death and taxes.
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