In this short video, members of Wealth Enhancement’s Investment Management team share economic highlights, market updates, and possible reasons for the increase in volatility.

For the period July 1 – July 31, 2024. Executive Summary Volatility returned to markets as investors grappled with mixed economic data, political headlines, second-quarter earnings, and central bank policy meetings. Despite the challenges, the totality of data suggests that the U.S. economy is still expanding, as investors eagerly await the Fed’s next move.

Markets pulled back sharply after weak labor data, ending a strong 2024 run. Learn what’s driving the volatility, how global equities and bonds are reacting, and why diversification remains key.

In this episode of Investment Management Foundations, Ayako Yoshioka, Senior Portfolio Manager at Wealth Enhancement, compares the S&P 500’s top holdings, profit margins, and investment returns in 2004 vs. 2024, highlighting key shifts in market concentration and tech dominance.

Watch our Markets Monthly market commentary video from Wealth Enhancement: stocks rebound, inflation cools, rate-cut outlook, and opportunities today.

Explore how equity markets rebounded in May 2024 amid strong corporate earnings, moderating inflation, and shifting consumer spending. Get insights on GDP trends, CPI data, and key market movements across sectors.

In this video, Wealth Enhancement investment specialists share economic highlights, market updates, and more.

In the February 2024 edition of Markets Monthly: Strategies & Perspectives, Wealth Enhancement specialists share economic highlights, market updates, and more.

In this video, Wealth Enhancement investment specialists detail why there’s reason to be cautiously optimistic that the Fed may still pull off a “soft landing.”

In this video, Wealth Enhancement specialists detail the latest with investment markets, including why we may not yet be out of the current rate-hiking cycle.