Click here to download the PDF version of the newsletter. In This Issue: Uneven Distribution The equity market notched another strong quarter, with the S&P 500 gaining 4.3% and the tech-heavy Nasdaq up almost twice as much at 8.4%. Beneath the surface, however, this quarter’s returns were concentrated in just a few sectors, as only […]
Summa Global Quarterly Newsletter – October 2023
Click here to download the PDF version of the newsletter. In This Issue: Macroeconomic Overview A recent Bloomberg survey revealed that about two-thirds of investors expect a recession before the 2024 Presidential election. The possibility of a recession looms large over investors. The market and economy are giving mixed signals, clouding analysts’ ability to predict […]