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Thomas Martin, CFA, Senior Portfolio Manager, takes a look at the markets now in “Better Balance”. “People knew, of course, that the markets were out of balance at the end of the first half. The S&P 500 Index, the NASDAQ Composite Index, and the Russell 1000 Growth Index had been sailing to new highs. Sentiment and valuations were high. The performance gap between large cap growth and anything value-oriented or small cap was huge. The underlying business and economic metrics were still solid, although there were some signs of weakness at the margin. The 10-year treasury yield had settled into a nice range in the low 4% area. But like a game of musical chairs, where the music has been playing for a while, people were looking around for where the seats were.” #investing #economy https://lnkd.in/dRm2dxdK

Better Balance? | ETF Trends

Better Balance? | ETF Trends

etftrends.com

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