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Market Perspective

Quarterly perspective: patience is a position

Our investment committee on markets, interest rates and why doing less is often the harder, better choice.

Downtown skyline at dusk reflected in a calm river

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Every quarter brings a new reason to act. This one was no different: shifting rate expectations, a narrow group of stocks driving most of the index return and a steady stream of forecasts about what comes next.

What we are watching

What we are doing

Why patience is a position

This commentary reflects the views of the Evenhold investment committee and is not a recommendation to buy or sell any security.

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