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Looking back on the fourth quarter of 2024, the conclusive outcome of the presidential election—regardless of one’s political preferences—provided clarity which boosted market confidence. 

With the US presidential election in the rearview mirror, US equities climbed higher in November and bond yields declined. Risk assets continue to be supported by a positive macroeconomic backdrop, solid earnings growth, and an accommodative Fed. 

Despite recent bouts of volatility, equity markets marched higher, ending the third quarter at all-time highs. 

Despite brief bouts of volatility in August and September, the S&P 500 roared back to once again end the quarter at an all-time high.

Brian Regan, Senior Portfolio Manager at Wealth Enhancement, recently contributed an article to TheStreet titled, “Private Credit Realities: Beyond High Returns & Low Volatility.”