Trading Blows: Tariffs, Tehran, and the Triumph of Wall Street ... or Updates to the Global Tactical Asset Allocation Portfolio

Global Tactical Asset Allocation Strategy

This month’s market dispatch isn’t for the faint of heart. With a bloated spending bill stalled in the Senate, Wall Street hitting record highs, and Iran simmering beneath the surface after military strikes, July feels like a surreal blend of profit and peril. Meanwhile, the Fed stands motionless as inflation ticks up and uncertainty grows. We also unveil the latest changes to our Global Tactical Asset Allocation portfolio. Don’t miss what’s in and what’s out. Read on … the chaos is just getting interesting!