A tax code change made in 2010 has the potential to materially impact after-tax returns in coming years. Non-U.S. equity funds may feel the pinch the hardest.
Volatility subsided in July as the markets shrugged off near-tem concerns regarding the economic impact of Brexit.
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After some challenging periods, portfolio “diversifiers” like commodities, global infrastructure and global high yield seem to be making a comeback. That’s good news for investors who stuck by global, multi-asset investing.
Following a volatile end to the second quarter, most global capital markets bounced back with strong performance in July turning all asset classes positive for the year-to-date.
A small group of U.S. companies have performed extremely well over the past 12 months (ending May 2016) and made the valuation of the overall U.S. equity market (Russell 1000® Index) more expensive. We believe that this creates stock-picking opportunities for skilled active managers.
The key indicators in the Economic Indicators Dashboard reflected the volatility investors experienced in June 2016.
Recent volatility has reinforced the benefit of staying the course. Trying to time the market to miss the worst days requires two decisions – getting out and getting in. It’s hard to get one correct, let alone both.