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Entries for September 2018

19
The Weather Has No Memory

The recent threat of Hurricanes Lane (Hawaiian islands) and Florence (East Coast) brings to mind the devastating hurricane season of 2017. It also brings up questions such as, “Does last year’s active hurricane season demonstrate an increasing trend of landfalling hurricanes? Does it make it more likely this year will be an active season?” Historical weather data illustrates the answer to both is “no.” 

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Posted in: Market Commentary
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19
Market Update - August 2018

Headlines during August were focused on U.S. trade talks. Stock market returns were bifurcated as U.S. stocks rose and international stocks fell. Although not a big factor last month, international stock returns for U.S. investors in 2018 have been negatively impacted by the strengthening U.S. dollar, especially in emerging markets. Bond returns were positive in the U.S. and slightly negative for international bonds. Global REITs, managed futures, and reinsurance each rose in August, while commodities dipped into negative territory. 

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Posted in: Market Commentary
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