Insights

Stocks maintain momentum at year’s halfway point.

In 2023, stocks soared and bonds rebounded from 2022's losses, led by tech sector gains and growth stocks in the US. Value stocks showed strength internationally, highlighting the benefits of global diversification.

In the first half of 2023, stocks rebounded from their worst year since 2008, inflation fell to half its 2022 peak, and AI captured investors' attention, fueling a bounce in tech stocks.

As 2022's wild ride draws to a close, rocky markets and rising rates may provide strategic planning opportunities to manage taxes, put cash to work, and plan for the year ahead.

Worried your portfolio will decline after a recession announcement? History shows that markets may react ahead of official reports.

Recession: what defines it, what forces shape it, and how can we put it into perspective?