"Market Momentum Holds While AI & Valuation Risks Move to Center Stage": featuring Sawgrass Asset Management
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"Market Momentum Holds While AI & Valuation Risks Move to Center Stage": featuring Sawgrass Asset Management
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Summary
Equity markets took pause in July as investor concerns about AI spending and the eventual path of interest rates left investors more uncertain about the continued pace of gains. Marc Davis, CFA discusses the factors that drove market action in the month and the outlook going forward.
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