Investors flock to thematic investing to stay afloat  In the second quarter, investors saw unexpected volatility and high-performance dispersion across equity sectors and capitalization sizes, despite a strong Q1 for equities. Struggling to combat the back and forth, investors turned to thematic investing for stability amongst the hard-to-predict market — making the second half of 2024 anything but boring.   With the unexpected choppy waters for Q3, you’ll want to read the full Q2 2024 Retirement Market Recap for insights on:   Equity market performance: Narrow market leadership driven by a small number of outperformers and sector-specific trends like artificial intelligence and GLP-1 semaglutide drugs.  Federal Reserve and interest rates: Uncertainty regarding the Fed's future actions and a “higher for longer" narrative are creating uncertainty in bond markets.  Geopolitical tensions: Growing concerns over the NATO alliance and international stability.  Global equity perfo

Is 2023’s market rally here to stay?   Moving into 2024, investors were cautiously optimistic about the financial market’s soft landing in the fourth quarter of 2023. Specifically, market strategists were uncertain if 2023’s rally was here to stay with inflation above the Federal Reserve’s target, a longer than expected terminal rate and concerns over earnings.   As Q1 2024 ends, our latest Retirement Market Recap examines Q1’s unique market cycle, documenting the financial markets’ strong start. Our professionals cover key economic trends, including:   the resilience of the equity market;  U.S. equities’ strong performance;  the disconnect between equity prices and underlying fundamentals; and  fixed income’s first quarter struggles.  Download our report today to get the first glimpse of 2024’s market performance . Contact us with any questions about this Market Recap or how TruePlan can help enhance your organization's retirement offerings .

With 2023 in the rearview mirror, many investors can breathe a sigh of relief. From a potential looming recession to unexpected market surprises and inflation, there were many twists and turns to navigate. In our latest Retirement Market Recap , we’ve documented the biggest economic trends across sectors in 2023 and discussed how they’re shaping 2024, including: what sectors had a strong performance in 2023; where the labor market is headed in 2024; the status of high-yield bonds; how the Federal Reserve is fighting off inflation; and why investors are still uncertain about the future. Don’t lose out on valuable market insights that can help you get the economic pulse for this year and beyond . Contact us with any questions about this Market Recap or how TruePlan can help enhance your organization's retirement offerings . HANYS Benefit Services is a marketing name of Healthcare Community Securities Corp., member FINRA/SIPC, and an SEC Registered Investment Advisor. This material