Learn more about how we help advisors in the Solutions section! Find out more about our culture, central resources, investments, wealth planning, technology, marketing, and how we empower our advisors.
“I joined Robertson Stephens because I saw an opportunity to collaborate with a group of extremely talented individuals to bring a truly institutional-grade experience to wealth management.”
Learn more about our insights in the Resources section! Find helpful articles and news from our leadership, including our Investment Office, Chief Economist and Wealth Planning Team.
Learn more about how we help advisors in the Solutions section! Find out more about our culture, central resources, investments, wealth planning, technology, marketing, and how we empower our advisors.
“I joined Robertson Stephens because I saw an opportunity to collaborate with a group of extremely talented individuals to bring a truly institutional-grade experience to wealth management.”
Learn more about our insights in the Resources section! Find helpful articles and news from our leadership, including our Investment Office, Chief Economist and Wealth Planning Team.
What Caught Our Attention Last Week? Election sparks risk-on positioning. The Fed cut rates. China stimulus disappoints. The US stock market jumped for joy that the election results were definitive,
Equities The S&P 500 returned -1.4% amid mixed earnings announcements from technology bellwethers and a continued rise in interest rates. Communication services (+1.5%) and consumer discretionary (+0.5%) were the only
Market Observations A positive corporate profit backdrop and expectations of Fed rate cuts have sustained the risk on phase. Although policy rate cuts will likely not match the expectations previously
Overview Everyone’s talking about the Fed, the election, and geopolitics. However, we believe fundamentals matter. The US Federal Open Market Committee cut the policy interest rate in September amid slowing
Equities The S&P 500 returned 1.1% for the week and ended at a new all-time high. After choppy trading amid concerns that the strength of the economy may slow the
Market Summary Last week, stocks were mixed, and bonds were down (price down/yield up). The MSCI Emerging Markets index outperformed the S&P 500 and the MSCI EAFE non-US developed index.
What’s happening Equities: Last week, the rotation and broadening of the market from the previous week continued, though this week, the S&P 500 eventually returned -1.9% as mega cap stocks
What’s Happening An event-filled week and weekend is impacting markets across asset classes. Last week, the core consumer price index (CPI) — which excludes food and energy costs — climbed
Market Moves Last week, the S&P 500 kicked off the second half of 2024 with its best weekly performance since late April. The advance was driven by labor market data
Market Performance Last week, equity performance was mixed, and bonds were down. The MSCI EAFE non-US developed index outperformed the MSCI Emerging Markets and S&P 500 indices. The best performing
