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Mid-Year  •  Jul 03, 2024

Key Themes for the Second Half of 2024 

Portfolio Solutions Group
The second half of 2024 will be impacted by interest rates, inflation and the U.S. presidential election, among other factors. The Portfolio Solutions Group reveals our key themes for the second half of 2024.

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Monthly  •  Jul 03, 2024

The BEAT - July 2024 

Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

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Monthly  •  Jun 05, 2024

The BEAT - June 2024 

Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

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Monthly  •  May 06, 2024

The BEAT - May 2024 

Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

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Monthly  •  Apr 03, 2024

The BEAT - April 2024 

Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

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Monthly  •  Mar 05, 2024

The BEAT - March 2024 

Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

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Monthly  •  Feb 06, 2024

The BEAT - February 2024 

Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

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Annual  •  Jan 16, 2024

The BEAT – Our Seven Key Themes for 2024 

The investment environment to start 2024 is quite different from how last year began. Inflation appears to have peaked, interest rates are likely to drop and balanced portfolios may again work as intended. In support of the Portfolio Solutions Group, the Capital Markets Group reveals our seven key themes for 2024.

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The Capital Markets Group provides top down, macro analysis of equity, fixed income and alternative assets, designed to help clients capitalize on evolving economic dynamics and market dislocations globally.
 
 
 

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