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The S&P 500 Index is up 15.3% for the year to date through June 30, 2024, thanks in large part to continued outperformance of Big Tech.
High quality bonds were relatively flat and more credit-sensitive fixed income rose modestly. The U.S. economy remains on solid footing, with continued low unemployment and easing inflation. Clearly, the capital markets are driven by inflation rates, productivity and economic growth, and valuations – and not by politics.
Click here to view our Q2 Market Review& Outlook.
Please contact us at wealthmanagement@evercore.com if you would like to learn more.
Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisers Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
Client retention rate is based on data from 06/30/24 – 06/30/25. Assets under management are as of 06/30/25