Monthly Market Summary The S&P 500 Index gained +1.5% in January, setting a new high as it traded above 7,000 for the first time. Large Cap Growth declined -1.5% as tech stocks traded lower, while Large Cap Value rose +4.6%. The Russell 2000 returned +5.4% and set new highs as market leadership rotated toward smaller…
READ MOREAs we look back on 2025 and ahead to 2026, we are most struck by the resilience of the financial markets in the face of so much political and economic uncertainty and turmoil. Despite the U.S. government’s imposition of the highest tariffs since the 1930s, the global economy posted an estimated gain of 2.7% for…
READ MOREThis report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report concludes with a quarterly topic regarding country debt and stock returns. Click Here To View…
READ MOREKey Updates on the Economy & Markets Markets navigated a complex environment in Q4. The quarter started with a government shutdown, which lasted 43 days and delayed key economic data releases. The lack of timely information made it difficult to assess the economy’s strength and contributed to periods of volatility as the market reacted to…
READ MOREMonthly Market Summary The S&P 500 Index returned +0.2% in November, its seventh consecutive monthly gain. Large Cap Growth declined -1.8% as AI-related names came under pressure, while Large Cap Value rose +2.7%. The Russell 2000 and the Dow Jones Index both outperformed the S&P 500 as mega-cap tech stocks weighed down the index. Health…
READ MOREMonthly Market Summary The S&P 500 Index rose +2.3% in October, bringing its year-to-date return to +17.5%. Large Cap Growth stocks gained +3.6% and outperformed the index, while Large Cap Value returned +0.4%. Major stock indices set new highs, with the S&P 500, Dow Jones, Nasdaq 100, and Russell 2000 all posting a sixth straight…
READ MORELooking back at the year thus far, a famous line from the Grateful Dead’s song “Truckin’” sums it up the best: “What a long, strange trip it’s been.” From the time he entered office on January 21, signing a flurry of executive orders, President Trump has kept up a frenetic pace pushing against the status…
READ MOREThis report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report concludes with a quarterly topic regarding country debt and stock returns. Click Here to View…
READ MOREKey Updates on the Economy & Markets Markets carried their strong momentum from Q2 into Q3, with the S&P 500, Nasdaq, and small-cap stocks each hitting new highs. Investor sentiment remained optimistic despite soft labor market data and mixed economic signals, and stocks traded higher due to strong corporate earnings, the Federal Reserve’s pivot toward…
READ MOREMonthly Market Summary The S&P 500 Index rose +2.1% in August, bringing its year-to-date return to +10.7%. Large Cap Value stocks led with a +3.2% gain, while Large Cap Growth gained +1.2%. Health Care was the top-performing sector. Six additional S&P 500 sectors also outperformed the index, while Utilities and Technology both traded lower. Bonds…
READ MORE