Experience the Difference

The “September Effect”, where stocks have historically tended to struggle during the month, lived up to its reputation as equities across the globe came under pressure. While market pundits can give various reasons for the phenomenon (quarterly rebalancing, tax loss harvesting, portfolio window dressing etc.) this year the culprit was sticky inflation and higher interest rates.

Key Points: July was a volatile month for stocks with mixed returns across the major market indices. The Dow Jones Industrial Average rose 0.4%, the S&P 500 edged slightly lower,

Clearview Portfolio Consulting June Market Recap Key Points:• The US economy expanded in the first half of the year with AI capital spending driving economic growth.• Stocks across the globe