Back
July 30, 2024By Ben A. Falcone and Julie Biel, CFA

Quarterly Stock Market Commentary for Q2 2024

Back
Listen on
Spotify
Ben A. Falcone
Managing Director, Client Portfolio Manager
Julie Biel, CFA
Chief Market Strategist, Portfolio Manager, and Senior Research Analyst

Every quarter, our portfolio managers and research analysts provide in-depth analysis and insightful stock market commentary, analyzing performance and the latest trends and behaviors impacting the market.

At KAR, we offer high-conviction investment strategies focusing on quality businesses within the small cap, mid cap, large cap, and international asset classes.

In our Q2 2024 discussion roundup, you’ll find individual recaps of several of our actively managed strategies, all recorded in our podcast, KayneCast. By subscribing to KayneCast, you’ll be automatically notified when future quarterly reviews are made available, ensuring you’ll always stay informed and up to date on our investment strategies.

You can read the full Q2 2024 market review in our provided commentary or revisit our past quarterly market review podcast episodes:

To learn more about KAR’s investment management services, contact our team today.

Q2 2024 Stock Market Recap

In the second quarter, Julie Biel, Chief Market Strategist, highlighted trends from the first quarter that persisted into the last quarter citing that a variety of conditions required for the market to broaden out and rate cuts are within sight soon. Julie also spoke about the importance on focusing on fundamentals to inform investing in a single sector. Looking forward, Julie shared how AI will affect the economic landscape for the rest of the year and determining what stage of the IPA model we are currently in.

KAR Contributors: Julie Biel, Ben Falcone

Listen to the full discussion in episode 255 of KayneCast or read the complete Q2 2024 Market Review Summary.

Q2 2024 Strategy Review

Episode 256: A Game of Cat and Mouse
KAR Small Cap Core
Contributors: Jon Christensen, Ben Falcone

Episode 257:Reading Beyond the Headlines
KAR Mid Cap Core
Contributors: Jon Christensen, Ben Falcone

Episode 258: The Stakes are High for Mega Caps to Stay Relevant
KAR Mid Cap Growth
Contributors: Chris Armbruster, Ben Falcone

Episode 259: Growth Rates Normalize
KAR Small Cap Quality Value
Contributors: Julie Kutasov, Ben Falcone

Episode 260: Investors Flocked to Companies with Robust Growth Outlook
KAR Small Mid Cap Core
Contributors: Julie Kutasov, Ben Falcone

Episode 261: Big Players Thrive
KAR Global Dividend Yield
Contributors: Richard Sherry, Ben Falcone

Episode 262: Divergence of Returns
KAR International Small Cap
Contributors: Craig Thrasher, Ben Falcone

Related Insights
Article
July 15, 2024 | by Julie Biel
Narrow Markets, Full Valuations
2Q 2024 Market Review
Listen
July 15, 2024 | by Julie Biel
Conflicting Data Adds More Noise Than Signal
Market Review 2Q2024 Update | KayneCast 255
Article
August 13, 2026 | by Julie Biel
Investment Perspectives Copy
July 2026 Monthly Market Review
Video
August 3, 2026 | by Julie Biel
Why AI Investors Are Still Searching for a Moat
CNBC Fast Money
Video
August 1, 2026 | by Julie Biel
U.S. Stocks Rise Despite Worst Month for Tech Stocks 
BBC News
See all Insights

KARCast is the official podcast series of KAR. This material is provided as a matter of general information and is not intended to be relied upon as a forecast or research. The opinions expressed herein are those of the speakers and are not necessarily the opinions of KAR or its affiliates, are current as of the date and time of the recording, and are subject to change at any time due to changes in market or economic conditions. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by KAR to be reliable and are not necessarily all inclusive. KAR does not guarantee the accuracy or completeness of this information. Any securities included in this podcast are based on objective, non-performance based criteria and such mentions should not be considered a recommendation to purchase or sell the securities mentioned. This podcast should not be construed as an offer or solicitation to purchase or sell any security. KAR’s strategies may not be suitable or appropriate for all investors depending on their specific investment objectives and financial situation. Potential investors should always consult with their own financial professional before determining whether to invest in a particular investment or investment strategy. Reliance upon information in this material is at the sole discretion of the listener. To the extent any performance is discussed, past performance is not indicative of future results.