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Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).

Monetary Policy Economic Conditions The FOMC is next scheduled to meet December 17th – 18th, 2024. That meeting will include a new Summary of Economic Projections. Disclosures The views expressed herein are those of Asset Consulting Group (ACG). They are subject to change at any time. These views do not

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).

Overview The Drawdown Since 1Q 2022, NFI-ODCE (ODCE) exit queues ballooned from 5% to 19% of index NAV, which on a relative basis is 46% greater than the peak of the real estate led Great Financial Crisis. As of 2Q 2024, over $38 billion in NAV awaited redemption payout across

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).

OVERVIEW EQUITIES Equities have embarked on a robust journey since the beginning of the year, with the S&P 500 surging by an impressive 12.99%. Delving deeper into the benchmark (S&P 500) and dissecting it across various sectors, it’s evident that certain sectors are spearheading this surge. Communication Services (+21.53%), Information

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).

Rates Economic Conditions The FOMC is next scheduled to meet July 30th – 31st, 2024.