Category: Quarterly Investment Reviews

Third Quarter 2017 Investment Review

Quarter In Review Despite its reputation as the worst seasonal period for stocks, the U.S. market delivered strong returns in the third quarter (up 4.5%), extending its winning streak to eight consecutive quarters and a remarkable 18 out of the last 19 quarters. But the lead story was once again the strength of foreign markets. … Continue reading Third Quarter 2017 Investment Review Continue Reading



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