Monthly Market Summary The S&P 500 Index gained +1.6% in January, while the Russell 2000 Index traded down by -3.9%. Five of the eleven S&P 500 sectors traded higher. Communication Services, Financials, and Health Care each outperformed the S&P 500, while Real Estate, Consumer Discretionary, and Materials traded lower. Corporate investment-grade bonds produced a -0.4%…
READ MOREQuarterly Snapshot Global equity markets rallied sharply during the fourth quarter of 2023. Signs of slowing inflation, along with the U.S. Federal Reserve’s (Fed) relatively dovish comments and projections regarding monetary policy, spurred investors’ hopes that the Fed and other global central banks could pivot to cutting interest rates sooner than previously expected. Global fixed-income…
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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. Click Here To View Full Report
READ MOREKey Updates on the Economy & Markets Financial markets underwent a sizeable shift in the fourth quarter. Treasury yields, which spiked in Q3, reversed lower as inflation eased and the Federal Reserve hinted at interest rate cuts in 2024. The decline in interest rates was a significant tailwind for stocks and bonds. The S&P 500…
READ MOREMonthly Market Summary The S&P 500 Index gained +9.1% in November, slightly underperforming the Russell 2000 Index’s +9.2% return. Ten of the eleven S&P 500 sectors traded higher, with only Energy trading lower as the price of oil declined -6.2%. Corporate investment-grade bonds produced a +7.5% total return as yields declined, outperforming corporate high-yield bonds’…
READ MOREThe author F. Scott Fitzgerald once wrote that “the test of a first-rate intelligence is the ability to hold two opposed ideas in the mind at the same time, and still retain the ability to function.” This concept, often referred to as “cognitive dissonance,” is something all investors must grapple with on a regular basis….
READ MOREMonthly Market Summary The S&P 500 Index declined -2.2% in October but outperformed the Russell 2000 Index’s -6.9% decline. The Utility sector was the top-performing S&P 500 sector, while Energy and Consumer Discretionary led to the downside. Corporate investment-grade bonds produced a -2.4% total return in October, underperforming corporate high-yield bonds’ -1.0% total return. International…
READ MOREQuarterly Snapshot Global equity markets experienced a downturn during the third quarter of 2023. There were numerous periods of volatility amid investors’ uncertainty regarding the implications of a higher-for-longer interest-rate environment, as well as worries about China’s weakening economy. These offset a market rally in July prompted by optimism that the U.S. Federal Reserve (Fed)…
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. Click Here To View Full Report
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