Quarterly Commentary, Q4 2019
As a whole, 2019 was a strong year for risk assets. Domestic equities led the way, with the S&P returning 31.49% for the year.
Quarterly Commentary, Q3 2019
Year to date, global equity market returns remain strong, but returns were mixed for the third quarter.
Quarterly Commentary, Q2 2019
Global equity markets were positive for the second quarter. Domestic equities (as measured by the S&P 500) returned 4.30%, International equities (as measured by the MSCI EAFE Index) returned 3.68%, and Emerging Markets (as measured by the MSCI Emerging Markets Index) returned 0.61%.
Quarterly Commentary, Q1 2019
Global equity markets were positive across the board for the first quarter, with Real Estate Investment Trusts (as measured by the Wilshire REIT Index) being the best performing asset class.
Recent Market Volatility
What should you make of recent ups and downs in the stock market? Here’s helpful context on volatility and expected returns.
Quarterly Commentary, Q2 2018
US markets had a positive second quarter, with the S&P 500 returning 3.43% and the Russell 2000 returning 7.75%. International developed markets declined 1.24% and Emerging Markets declined 7.96%.
Volatility: Welcome Back to Normal
So that’s what market volatility feels like! It has been a while since we’ve had dramatic swings in stock markets across the globe. But these past few months have been a reminder of how volatile markets can be.
Quarterly Commentary, Q1 2018
Markets started strong in January, with the S&P 500 reaching an all-time high. Although economic indicators remained positive during the quarter, uncertainty regarding interest rates and trade policies loomed large.
Recent Market Volatility
After a long period of relative calm in the markets, the increase in stock market volatility in recent days has renewed anxiety for many investors.
Quarterly Commentary, Q4 2017
With the help of a strong fourth quarter, 2017 gave investors a less volatile and record-shattering ride across nearly every major global asset class.