As we cautioned in last month’s monthly outlook, equities pulled back in April as the narrative around yields, inflation, and Fed rate cuts changed. With sentiment more balanced and continued resilient economic activity, we expect the market to trade rangebound through the summer months.
Category: Investment Insights
Monthly Market Insights: April 2024
The S&P 500 rose for the fifth consecutive month and is off to its best start since 2019. Yet, we are becoming increasingly cautious regarding the near-term outlook for the market as yields, inflation, positioning, and sentiment are all key risks being overlooked by many investors.
Monthly Market Insights: March 2024
The performance of the Magnificent Seven stocks, ongoing interest in Artificial Intelligence, and further indications of an economic soft landing have contributed to this year’s gains in the S&P 500. In our monthly market outlook piece, we share our thoughts on the current economic landscape and markets.
Monthly Market Insights: February 2024
After experiencing some profit-taking to start the year, the S&P 500 made a new all-time high, and the Federal Reserve remains on track to start cutting rates despite strong economic growth. In our monthly market insights piece, we offer our analysis of the present economic environment and outlook for the markets.
Market Outlook: Top Ten Investment Themes for 2024
Element Pointe is pleased to present our Market Outlook: Top Ten Investment Themes for 2024…In this piece, we highlight our views on the economy and explore some of the key topics that we believe will impact markets in 2024.
Monthly Market Insights: December 2023
U.S. equity and bond markets had positive returns in November, driven by investors’ increased confidence in the Fed’s ability to control inflation without triggering a recession. In our monthly market insights piece, we present our thoughts on the current economic landscape and outlook for the markets.