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July 1, 2024
July 2024 Newsletter
Additional Documents
2024 has been rewarding for most investors despite narrow leadership, geopolitical turmoil, an inverted yield curve, persistent inflation, high interest rates and anticipation of a highly uncertain election at a time of deep political division.
Tactically, we made significant changes last month, scaling back stock exposure to more closely align with our benchmark. Tactical and strategic portfolios are broadly diversified with significant global exposure. Fixed income remains short-term, high quality and very liquid.
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