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July 2023 Financial Market Review

Diversification? Check your choices Trajan Wealth
"It's clear to me when you do private equity well, you're making companies more efficient and helping them grow and become more profitable. That success means our investors - such as public pension funds - benefit, which contributes to the economic wealth of society." - David Rubenstein. CEO, Carlyle Group

PHOENIX - PrZen -- In order to help keep you informed and aware of what is happening in the financial market, Trajan Wealth and their chief investment officer Udayan Mitra, CFA have continued releasing monthly posts recapping news in the financial markets. You can read the July Market Recap and more blogs from Trajan on their blog to stay informed and up to date on market happenings.

Key points of the review are:
  • The US financial markets have continued to roar since the start of 2023
  • Monthly returns on equity indexes posted 300 to 500 basis points in the past few months
  • We are currently witnessing a tapering down of global growth
  • We believe that we can improve our clients' investment outcomes by prudently allocating portions of their long-term investment portfolios towards private assets
  • In the context of higher yields and the prospect of slower economic growth, Fixed Income assets should command a higher weighting in most portfolios

To read the entire review and to learn more about recommendations for your investments, please visit the full July 2023 Financial Market Review.

About Trajan Wealth:

Trajan Wealth LLC formed in 2012, was founded by CEO Jeff Junior. Prior to his 20+ years in the financial services profession, Jeff Junior was a member of the United States Marine Corps. Jeff continues to serve his clients and employees with the utmost service, respect, and attention to detail. The firm has multiple locations in Arizona, Texas, and Utah. Trajan Wealth is expanding to the Atlanta area in the coming months.

Udayan Mitra, CFA, came to Trajan Wealth with over two decades of experience in the investment management industry. He has held positions as a proprietary trader, senior portfolio manager, Investment Director, and CIO across institutional investment management firms, pension funds, and several large, institutional-class family offices. Udayan earned a Bachelor of Science degree in Economics from the London School of Economics and an MBA in Finance from Rice University.

For more information on all the different services offered or to schedule a complimentary consultation, visit https://trajanwealth.com  or call 1-800-838-3079.


*​Financial advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor.

Tami Hampshire

Source: Trajan Wealth

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