We’ve got a big election coming up in the United States that’s now less than two weeks away. 

The U.S. stock market continues to claim new all-time highs.  But another segment of capital markets is also glistening brightly as we continue through 2024.

It continues to top the charts as a major downside risk for capital markets as we continue through the 2020s. It sent the markets reeling a few years ago, and the problem was never fully eradicated even though the focus of policy makers has since turned elsewhere.

Investing is a long-term game. And when evaluating long-term portfolio opportunities, it is worthwhile to consider the relative performance of various segments relative to the broader market.