Market Update – July 2020

Pandemiconomics – The New Abnormal   The year 2020 will be a sad one for the history books.  Nothing seems normal anymore, every aspect of human life is impacted by the Covid-19 pandemic, and we are yet in the early days of an uncertain journey.  The pandemic has...

Market Update – January 2020

Equity and bond markets around the world in 2019 enjoyed excellent gains. For the year: US stocks rose 31.5%. Global stocks gained 26.3%. Foreign stocks returned 22.0%.   Emerging market stocks advanced 18.4%. Investment grade bonds gained 8.7%. Inflation rose to a...

Market Update – July 2019

Equity and bond markets around the world during the first half of 2019 logged solid gains while worries of a global economic trade-war and slowdown kept markets on edge.  In sum: US stocks rose 18.5%. Global stocks gained 16.0%. Foreign stocks returned 14.0%.  ...

Market Update – January 2019

The year 2018 was a turbulent one for the financial markets as stocks around the world suffered significant losses while returns to fixed-income investments were essentially zero.  For US stocks, 2018 was the worst year since 2008.  In sum: US stocks lost 4.4%. Global...

Market Update – July 2018

During the first half of 2018, equity markets around the world logged meager gains while returns to fixed-income investments were negative.  In sum: US stocks rose 2.7%. Global stocks gained 0.2%. Investment grade bonds lost 1.6%. Small cap stocks beat large cap...