Category: Quarterly Investment Reviews

Second Quarter 2017 Investment Review

Quarter In Review So far, 2017 has emerged to be a very positive one for global stock markets, and the second quarter was no exception. We saw developed international stocks jump 6.1% while emerging-market and larger-cap U.S. stocks gained 6.3% and 3.1%, respectively. Bonds continued their solid returns for the second consecutive quarter this year … Continue reading Second Quarter 2017 Investment Review Continue Reading



First Quarter 2017 Investment Review

Quarter in Review Global stocks continued last quarter’s rally into 2017. The S&P 500 Index of U.S. large company stocks rose 6.1% for the quarter, while smaller company stocks were up by 2.5%. Developed international stocks outperformed U.S. stocks, rising 7.2%, while Emerging Markets stocks soared 11.4% for the quarter. Despite the Federal Reserve raising … Continue reading First Quarter 2017 Investment Review Continue Reading



Fourth Quarter 2016 Investment Review

Quarter in Review 2016 proved to be tumultuous on many fronts. It began with a steep double-digit plunge in stock markets and ended with a six-week equity rally. Fears of rising interest rates, news surrounding oil prices and production cuts, and the political upsets of the Brexit vote and Donald Trump’s victory in the U.S. … Continue reading Fourth Quarter 2016 Investment Review Continue Reading



Third Quarter 2016 Investment Review

Quarter in Review The S&P 500 Index rose by nearly 4% in the third quarter, despite numerous uncertainties, including a U.S. presidential campaign that continues to unfold as the most unconventional in recent memory. Stock markets were relatively calm through July and August, but September seemed to usher in a change in tone. Investors reacted … Continue reading Third Quarter 2016 Investment Review Continue Reading