Fund reviews

Investment markets constantly change. In our fund reviews, portfolio managers discuss specific funds and keep you up to date with returns and the markets.

Monthly Tactical Update

May 2024

Granite Managed Portfolios Tactical Update

Markets expect at least two rate cuts of 25 basis points (bps) each in the U.S. this year. But the U.S. Federal Reserve (the Fed) has projected just one 25 bps rate cut in 2024 as it waits for more progress on the inflation fight. We see merit in the Fed’s caution.