In this episode of “Investment Management Foundations,” Ayako Yoshioka, Portfolio Consulting Director at Wealth Enhancement, explains what the Fed’s interest rate cut on September 18, 2024 could mean for investors. 

For the period September 1 – September 30, 2024. Executive Summary Despite recent bouts of volatility, equity markets marched higher, ending the third quarter at all-time highs. The Fed began a recalibration of interest rates with a 50-basis point cut, as they see balanced risks to both inflation and employment.

Learn how GICS sectors respond to interest rates and the business cycle in this Investment Management Foundations episode with Senior Portfolio Manager Ayako Yoshioka.

In this episode of “Investment Management Foundations,” Gary Quinzel, Vice President of Portfolio Consulting at Wealth Enhancement, discusses the significance of monetary policy, highlighting its impact on interest rates, economic stability, and investment market behavior.

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.

June 2024 Market Recap: Strong tech and growth sector gains pushed U.S. equities near record highs, despite rising valuation concerns and concentrated market leadership. Explore key trends, AI’s impact, and what investors should watch heading into H2 2024.

From rare whiskey to classic cars, alternative investments are gaining traction among ultra-high-net-worth individuals. Discover why passion assets and nontraditional holdings are reshaping portfolios.

Markets pulled back in April 2024 amid sticky inflation and shifting rate expectations. Explore key economic data, sector performance, and what it means for investors.

U.S. equity markets hit record highs in January 2024 as strong GDP growth, resilient labor markets, and easing inflation shaped Fed rate cut expectations. Explore key economic data, market trends, and investment insights in our monthly recap.

Explore May 2023’s market insights: a resolved debt ceiling crisis, resilient equity returns, and shifting inflation dynamics. Learn how economic uncertainty and tech sector strength shaped investor sentiment.