What we are watching?
The upcoming US election and ongoing geopolitical tensions are likely to cause market volatility. We are optimistic about market resilience regardless of the election outcome and prefer to buy risk assets during bouts of preelection volatility.
Investors should remain vigilant and proactive, ready to capitalize on market dislocations as they arise. This environment calls for a flexible, dynamic approach that leverages diverse high-yielding opportunities and manages risks carefully. By staying nimble and strategically positioning portfolios, investors can turn market uncertainty into a powerful advantage, driving both yield and total return in 2024.
Monthly Market Review — August 2024
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Brett Hinds
Jameson Dunn