Market View

Monthly market update - August 2024

Tammy Hall, Head of Portfolio Management gives an update on markets and portfolio positioning for the month of July.

Date
Author
Tammy Hall

US monthly updates website image August

At a glance

  • Market rotation seen in July
  • A K-shaped recovery in the consumer space
  • Fed keeps rates hold while the Bank of Japan increases rates.

Learn more about our speaker

Tammy Hall

Tammy is the Head of Portfolio Management at LGT Wealth Management US, where she manages discretionary mandates and oversees the investment proposition for the company.

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