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Market Commentary

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07
Brexit: Then, Now, and What’s to Come

On June 23, 2016 British voters stunned politicians and investors alike by choosing to leave the European Union (EU). The narrow victory hammered stocks around the globe as the S&P 500 dropped 5.3% and the FTSE 100, measuring U.K. stocks, plunged 5.6% over their next two trading sessions. Legislators and economists, among other influencers, insisted that Brexit may be the wrench in the synchronized global growth story. So with the benefit of watching this story play out for almost two years, what do we know now and what can we expect? 

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07
Market Update – May 2018

Global stocks eked out a gain of 0.4% in May, with U.S. stocks pulling all of the weight. U.S. small stocks were the top performer – gaining 6.1%! Results were mixed among bonds, but U.S. bonds managed marginal, positive returns. Despite continued global growth, stock and bond markets have had trouble gaining traction in 2018, resulting in mostly flat returns. 

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14
Market Update – April 2018

Global stocks finished the month up 0.9% with international large value stocks leading markets, up 3.1%. One market segment that experienced weakness last month was emerging markets, down 0.4%. Global bonds generally produced slightly negative returns, as yields rose. Increased market volatility in 2018 has resulted in low or negative returns for most stock and bond markets year-to-date.  

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11
Market Update – March 2018

Global stocks (-1.9%) finished the month down amidst rising geopolitical tensions and fears over a trade war. The S&P 500 (-2.5%) struggled while small and small value stocks had positive returns in March, up 1.3% and 1.4%, respectively. International stocks fell across the board. Bonds produced low stable returns - led by international bonds, up 1.4%. Also, the Federal Reserve raised interest rates for the first time in 2018.

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Market Update, Market Commentary, tariffs
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12
The Return of Volatility

February saw the return of volatility in stocks after an unusually calm 2017. Global stocks had their worst month since January 2016, the S&P 500 experienced its worst single trading day since 2011, and the VIX hit its highest levels since August 2015. Although these events made plenty of headlines, what they actually mean for the portfolios of long‐term investors did not get as much attention. 

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Market Update, Investment research, volatility, market commentary
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12
Market Update – February 2018

Global stocks (-4.2%) recorded their first month of losses in over a year. U.S. and international stocks were down across the board with U.S. large value stocks (-5.0%) the worst performing of the group. February also saw Jerome Powell sworn in as Chairman of the Federal Reserve replacing outgoing Chairwoman Janet Yellen. Solid economic data and a slight uptick in inflation measures keeps the Fed on pace for 3 to 4 rate increases in 2018.

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Market Update, Market Commentary
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12
Inflation Rising: Will Your Portfolio Keep Up?

A moderate pickup in U.S. inflation is beginning to resonate with markets in 2018. As underlying inflation data has begun to pick up, market-based inflation expectations have approached 2%, nearing levels not seen since mid-2014.

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inflation, labor markets, wage growth, weaker dollar, inflation-adjusted bonds, inflation-adjusted commodities, diversifying
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12
Market Update – January 2018

Global stocks (+5.4%) continued to push forward to start off the new year. All U.S. and international equity asset classes increased in the month of January – largely attributed to higher than expected corporate earnings and positive economic data.

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Market Update, Investment research, Federal Reserve, consumer confidence, positive economic data
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11
2017: A Year of Risks That Weren’t

Despite potential shocks, the U.S. and international markets proved unshakable in 2017. In fact, not only did markets dodge all of these bullets as if a character from ‘The Matrix’, but around the globe stocks generated robust returns with historically low volatility. 

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risk, risk-free rate, Sharpe Ratio, risk-adjusted returns, market shock, geopolitical risks, macroeconomic risks
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11
Market Update - December 2017

Global stocks (+1.6%) finished the year on a very strong note. Continued strength from emerging markets (+3.6%) pushed the asset class to a 37.3% gain during 2017! International stocks in aggregate led U.S. stocks over the course of 2017, helped by a weaker U.S. dollar. Aside from inflation-protected bonds (+0.9%), bonds were essentially flat during December to cap off a year of modest gains. Commodities also surged, up 3.0%, to end 2017 in positive territory.

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Market Update, global stocks, Federal Reserve, emerging markets, consumer confidence
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