Insights

Greetings from Channel Wealth, The election is over and once again markets have done an impressive job of processing long odds and disparate information.  We wanted to share a few

S&P 500 Rally US stocks posted 5.6% total return in the third quarter of 2024, with its fifth consecutive monthly gain in September and hitting a record high1. The market

Portfolio Considerations Given that US equity markets are at all-time highs led by technology, it is time to start re-balancing to undervalued sectors like Utilities, Consumer Staples, and REITs. Economy

We see a decent probability that June is a positive month for stocks, supported by favorable economic and inflation data, as well as light/pessimistic positioning and sentiment. At this time

After a rally in July, the S&P 500 turned lower registering a negative return of -3.27% for Q3 but still positive on the year ending the third quarter at 13.06%1. 

Mid-Year Market Review—Better than feared, and the “Magnificent Seven” Stocks have climbed a formidable wall of worry as the collateral damage from banking turmoil was not as severe as feared.

MARKET PERFORMANCE After a year of historic double-digit losses in both equities and fixed income in 2022, stocks and bonds delivered positive returns in the first quarter of 2023. The

Hello and welcome to our review of 2022 and outlook for 2023.  Thank you for reading. Last year was historically bad for markets, with the very rare event of coinciding