Search

X

Market Commentary

Market Commentary NO Image:
13
Monthly Market Update – November 2017

This update from our Investment Research Team includes an update of how the markets performed during November and addresses how Capital Gains Distributions can impact how tax efficient your portfolio is.

[Read the rest of this article...]

Market Update, Investment research, capital gain distributions, economy, stocks, bonds, alternatives
Posted in: Market Commentary
Actions: E-mail | Permalink |
28
Monthly Market Update - October 2017

Global stocks continued their upward trend, rising 2.0% in October. Strength from emerging markets (up 3.5%) continued pushing the overall segment higher. Year-to-date, international stocks in aggregate led U.S. stocks. International bonds had a favorable return of 0.8%, while U.S. bonds remained flat. Global REITs pulled back during the month, while commodities, managed futures, and reinsurance each posted positive results.

Sustainable investing, also known as Environmental, Social and Governance, or ESG, generally focuses on those three areas to make an impact. As of year-end 2016, approximately $23 trillion of global assets, or just over 25% of total managed assets, were being professionally managed with a sustainability-themed mandate.

[Read the rest of this article...]

Market Update, Federal Reserve, Quantitative Easing, sustainable investing, ESG
Posted in: Market Commentary
Actions: E-mail | Permalink |
18
Monthly Market Update - September 2017

Global stocks climbed 2.1% higher during September despite anxiety over the political climate in Europe and rising tensions between the U.S. and North Korea. U.S. stocks had a steady month, with the S&P 500 Index returning 2.1%, putting the S&P 500 up 14.2% year‐to‐date as markets continue to post record highs.

[Read the rest of this article...]

Posted in: Market Commentary
Actions: E-mail | Permalink |
24
Monthly Market Update - June 2017
Global stocks had modest gains for the month of June, up 0.6%. The stock leader for the month was U.S. small cap, which rose 3.5%. Bonds had mostly negative returns for the month as a result of the slight increase in yields. Alternative asset classes had mixed results.

[Read the rest of this article...]

Posted in: Market Commentary
Actions: E-mail | Permalink |
12
Monthly Market Update - May 2017
Global stocks climbed 2.0% in May after the release of strong economic data worldwide. U.S. stock markets trailed ever so slightly with the S&P 500 Index returning 1.4%. Following a modest month in April, the S&P 500 is up 8.7% year‐to‐date as signs of a stronger economy and low unemployment persist.

[Read the rest of this article...]

Posted in: Market Commentary
Actions: E-mail | Permalink |
22
Monthly Market Update - April 2017
Global stocks climbed 1.6% higher during the month of April despite anxiety over the political climate in Europe and geopolitical concerns in emerging market countries, e.g. North Korea and Turkey. U.S. stock markets had a slightly softer month, with the S&P 500 Index returning 1.0%. Despite a modest April, the S&P 500 is up 7.2% year‐to‐date as signs of a possible tax overhaul later this year begin to take shape.

[Read the rest of this article...]

Posted in: Market Commentary
Actions: E-mail | Permalink |
13
Monthly Market Update - August 2016
U.S. markets continued to post positive returns in August. The S&P 500 moved up just 0.1%, but U.S. large value stocks gained 0.7% and U.S. small stocks rose 1.8%. International large value stocks had a strong return of 1.6% while international small stocks struggled this month, losing 0.5%. Emerging markets were the top performing asset class, posting a 2.5% gain. Bond returns were down this month as the 10‐year Treasury yield rose slightly. Alternatives experienced modest declines for the month.

[Read the rest of this article...]

Posted in: Market Commentary
Actions: E-mail | Permalink |
12
Monthly Market Update - July 2016
.S. markets rallied to new highs during July. The S&P 500 climbed 3.7% and U.S. small stocks surged 6.0%. International stocks had a great month, with developed international large stocks returning 5.1% and international small stocks up 6.1%. Emerging markets returned 5.0%. Bond returns were modest as the 10‐year Treasury yield remained stable, but TIPS returned 0.9%. REITs had another great month, up 4.6%, and commodities fell 5.1% primarily due to lower energy costs.

[Read the rest of this article...]

Posted in: Market Commentary
Actions: E-mail | Permalink |
13
Monthly Market Update - June 2016
Markets were tested by the UK’s vote to leave the EU but swiftly recovered most of their losses before the month ended. The S&P 500 was near flat with a return of 0.3%. International developed market stocks were hit hardest by the Brexit with losses across the board, but emerging markets gained 4.0%. Bond returns were very strong as yields declined substantially. REITs, commodities, and managed futures also had healthy returns in the 3‐5% range.

[Read the rest of this article...]

Posted in: Market Commentary
Actions: E-mail | Permalink |
09
What Happened in 2015?
A brief look back at some of the economic, natural, political, and societal events that shaped 2015.

[Read the rest of this article...]

Posted in: Market Commentary
Actions: E-mail | Permalink |
Page 5 of 7First   Previous   1  2  3  4  [5]  6  7  Next   Last