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Student of the Market: July 2023
July 2023 highlights
- Positive year for stocks so far
We’ve seen one of the best starts to the year for stocks in almost 100 years with very low stock volatility compared to 2022 and there is more upside potential to come for the rest of 2023. - Rates may rise or remain constant, but consider putting cash to work
Whether or not the Fed pauses or raises rates at the next meeting, short-term and core bonds may continue to provide more attractive total return potential when compared to cash investments. - Balance downside risk
Consider adding higher quality, defensive stocks to your portfolio while balancing out value and growth positions to mitigate downside risk and get closer to a style neutral weight.
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