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Market Commentary

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09
2016 Outlook: Stabilizing Forces
Most probably weren’t predicting a flat to negative year for both bonds and stocks, resulting in portfolios ending the year with little to no change. Historically, such years have been almost non-existent. So what do we think going forward? Here, we step through four short-term themes and then approach the long term by illustrating our framework of forward-looking (20-year) return estimates by asset class.

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11
Monthly Market Update - November 2015
Acts of terrorism abroad disrupted international stock markets in November. International large value was the hardest hit returning ‐2.5%. A strong U.S. dollar and geopolitical stress continued to serve as headwinds for commodities and emerging markets which fell 7.3% and 3.9%, respectively. The U.S. stock market was a bright spot with large‐ and small‐cap posting positive returns. U.S. small cap rose 3.3%. Managed futures were not far behind at 2.1%.

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13
Monthly Market Update - June 2015
Returns across asset classes were mostly negative as investors digested news on Greek’s possible default and exit from the Eurozone. U.S. stocks outperformed international stocks for the month, and bond returns were mostly negative as yields rose. The S&P 500 Index returned just 1.2% at this year’s half time, while international large stocks and international small stocks have gained 5.5% and 10.6% this year, respectively.

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11
Monthly Market Update - April 2015
International stock markets posted strong returns in April 2015. Read the full market update from our investment research team to see more about returns and performance this past month.

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17
What Do Bears, Bulls, Donkeys and Elephants Have in Common?
Every two years, shortly after election time, investors often ask if the stock market and politics are related. Having just made it through midterm elections,there will be a short break before we begin hearing about the 2016 Presidential election, and politics will again dominate the headlines.

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16
Monthly Market Update - September 2014
Most major indices declined in September, as looming geopolitical tensions and a pessimistic outlook for global growth attributed to the selloff. Despite this pessimism, strong U.S. economic data continued, including an upward revision to second quarter real GDP growth and a decline in the unemployment rate.

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11
Inflation Update: The Components of the Consumer Price Index

Overall U.S. inflation over the past year (as of 5/31/14) has been a moderate 2.1%, below the long-term average, of 3.0%. This is a national average, and it will feel very different depending on your buying habits as well as the region you are in.

In general, though, if you are paying for a college education, hospital services, or eating a lot of protein (meat/fish/eggs), you have probably noticed the higher prices. On the other hand, if you are in the market for a new TV, computer, or toys, you are likely to find a lower price this year.

This graphic provides a look under the hood at the breakdown of price changes on goods and services in the U.S. over the past year.

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06
Mid-Year Update

Similar to the television ratings of World Cup soccer matches, global markets ended the second quarter of 2014 on an upswing. The World Cup, a quadrennial (every 4 years) tournament, has billions of soccer fans around the globe cheering for their home countries. At the same time, global stock and bond returns have global investors cheering when they review their mid-year statements. There are several themes at work this year that have driven solid returns for most asset classes.

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17
What is the largest e-commerce company on earth?

Alibaba Group (ticker: BABA) is a Chinese e-commerce business, founded in 1999, that has grown to become one of the largest businesses worldwide. Altogether, it features close to a billion products which makes it easy to understand why it is one of the 20 most-visited websites in the world. Alibaba could end up as the largest IPO (initial public offering) in global history when it debuts on the NYSE August 8th (8 is considered a lucky number in Chinese culture), yet it remains a mystery to most investors, businesses, and consumers located outside China.

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13
Monthly Market Update - May 2014

Investors who listened to the “sell in May and go away” advice missed out! Global markets provided substantial returns, even as investors digested mixed corporate earnings and a decline in first quarter U.S. real GDP. The S&P 500 reached new all-time highs, rallying 2.3% for the month. U.S. small stocks, up 0.8%, continued to lag U.S. large cap stocks. International developed stocks did well (up 1.6%), while a rebound in China contributed to a considerable 3.5% gain in emerging markets, advancing the index into positive territory for the year. Even fixed income securities posted above-average returns. Inflation-protected bonds (TIPS) led the way, gaining 2.1%, and international bonds climbed 0.7%. On the alternatives side, commodities disappointed investors with a 2.9% decline, but lower interest rates helped fuel a 2.7% gain in Global REITs. Overall, despite less than ideal economic data, market optimism remains high.

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