CLIENT MEMO - 2024Q3 - (UN)CLEAR & PRESENT DANGERS
In a market environment marked by optimism, market concentration, and rising asset prices,...
CLIENT MEMO - 2024Q2 - LATE EXPECTATIONS
The first half of 2024 brought more of the same, as price and earnings momentum continue to drive...
Client Memo - 2024Q1 - Complacency
The first quarter of 2024 provided yet another period of strong, seemingly risk-free gains, with...