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Archive for July 2026

Market Volatility and Diversification

Monthly Economic News

INVESTMENT COMMITTEE COMMENTARY July 2026 The U.S. stock market in July continued the rotation from mega-tech and artificial intelligence driven stocks to an expansion in overall market breadth. Coming off a robust second quarter that saw equities touch record territory, July witnessed a shift away from mega-cap technology toward blue-chip value, small-cap equities, and equal-weighted…

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