Category: Quarterly Investment Reviews

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



Second Quarter 2016 Investment Review

Quarter in Review Global markets were relatively calm for most of the quarter until June, when unexpected news from Europe shocked investors around the globe. Upending most forecasts and taking world financial markets by surprise, the United Kingdom voted to leave the European Union on June 23 (“Brexit”). In the wake of the vote, British … Continue reading Second Quarter 2016 Investment Review Continue Reading