Taking Stock: Executive Summary December 31, 2023
The fourth quarter began, as most have in the recent past, with markets facing a myriad of challenges – not the least of which was inflation, which remained uncomfortably high.
The fourth quarter began, as most have in the recent past, with markets facing a myriad of challenges – not the least of which was inflation, which remained uncomfortably high.
Upbeat out of the gate following a better-than-expected first half of the year, Q3 began with markets continuing their steady climb higher.
For the safety and well-being of our staff, CORE Investment Management is closing at noon on Tuesday, August 29 and will reopen at 8:30 am on Thursday, August 31.
Following a better-than-expected start to the year, we entered Q2 optimistic but facing a great deal of continued uncertainty. Despite the challenges, markets remained resilient and finished the first half of 2023 strong.
The year is off to a positive (albeit turbulent) start, with U.S. stocks closing notably higher over the quarter.
A year ago, we were expecting 2022 to be “less remarkable” than its predecessor, but the past year saw more than its fair share of drama as we continued to navigate history in the making -- another year that won’t soon be forgotten, though many investors may want to.