Market Insights – 3Q, 2023

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Stocks fell and yields rose in Q3, as investors contemplated the fed’s pause on interest rate hikes and whether rates may stay higher for longer. The equity markets are broadly up on the year but with U.S. treasuries now yielding between 4 – 5.5%, will investors start favoring bond yields over stock returns for the remainder of 23′ and into 24′?

For our thoughts and more here’s our Q3, 2023 Market Commentary and Outlook.