Insights

Europe has seen heavy news flow this summer. We look beyond the headlines to identify what we believe are attractive areas of the European equity market.

The S&P 500 uptrend reached an all-time high, but there could be more challenges in Q3 and Q4. With market cap concentration, seasonality trends, and valuation concerns, is it time to rebalance your portfolio?

The Federal Reserve held rates steady once again, but with the added wrinkle of a hawkish outlook—likely pushing back the timing of any rate cut even further.