July 2023 Market Update

In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for July’s update are:

  • We remain optimistic, but cautious about the path ahead for inflation.
  • 7 stocks have driven 70% of the year-to-date performance for the S&P 500.
  • Bonds continue to be an opportunity to generate income and diversify risk.

We hope you find this video educational and informative. If you have any questions, please reach out to your advisor. Thank you for being a valued client of Merit. ​​

Stay Connected with Merit: Subscribe to our YouTube channel.