Market Update – January 2018

During 2017, equity markets around the world logged dramatic gains while fixed-income investments also posted very solid returns. In sum: US stocks rose 21.8%. Foreign stocks gained 25.0%. Emerging market stocks posted gains of 31.5%. Growth strategies beat value by...

Market Update – July 2017

During the first half of 2017, equity markets around the world continued to post strong gains while returns to fixedincome investments were respectable.  In sum: US stocks rose 9.3%. Foreign stocks gained 14.8%. Emerging market stocks posted gains of 14.6%. Global...

Market Update – January 2017

During 2016, equity markets around the world logged attractive gains while returns to fixed-income investments faded during the second half of the year to end only modestly positive.  In sum: The US stock market rose 12.0%. Global stocks gained 8.4%. Investment grade...

Market Update – July 2016

During a tempestuous first half of 2016, global equity markets had modest but positive performance while bonds were the big surprise by outperforming stocks for the period: The broad US stock market rose 3.8%. Global stocks gained 1.4%. Investment grade bonds returned...