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June Monthly Market Review

Jul 11, 2024 | News

An excerpt from our June Monthly Market Review: Concentrated, overvalued, and AI-obsessed, the U.S. equity market extended its gains in June. NVIDIA, the chief object of the market’s obsession,…

Strategic’s Q1-2024 Quarterly Investment Brief

Jun 19, 2024 | News

An excerpt from our First Quarter Investment Brief - The Japanese economy and financial markets experienced three major milestones in the first quarter. After more than three decades, the Japanese…

May Monthly Market Review

Jun 12, 2024 | News

An excerpt from our May Monthly Market Review: Global equities surged in May led by the U.S. market which touched record highs. Hopes for moderating price pressures, easier monetary policies, rising…

Strategic's Q1-2024 Quarterly Investment Report

May 30, 2024 | News

An excerpt from our Q1-2024 Quarterly Investment Report - A surprisingly resilient U.S. economy and hopes for an AI-induced productivity surge sent the U.S. equity market steeply higher in the first…

April Monthly Market Review

May 09, 2024 | News

An excerpt from our April Monthly Market Review: With growth above trend and inflation above target, markets are now expecting that Fed policy will remain tight for longer than previously thought.…