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Q2 2024 Commentary: Inflections Over Elections
Inflation is tempering, and the economy is gradually slowing, but AI fueled stock returns have pushed markets to new highs. The question remains how much longer can a concentrated market outperform more diversified markets with potentially better value. The strong dollar and uncertainty about future interest rates and long-term inflation are further causes for concern. It’s time for a reflection on some of history’s market inflection points as we consider how to optimally diversify our portfolios.
