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January 2024
Shifting Tides?
"The beginning is always today."
- Mary Wollstonecraft Shelley
Markets finished the year on a high note. Steady economic growth surprised many (not us), and a dovish shift in Fed posture spurred a rising tide that benefitted stocks and bonds alike. We continue to believe the themes that dominated the year, from historically concentrated markets to the sharp tightening of financial conditions, are shifting. How will these shifting tides impact the markets' momentum? How should investors be positioned to start the New Year?