Archive

Posts Tagged ‘asset class performance’


Markets in perspective: September in review

markets in perspective September 2014

September was a tough market environment, with all major asset classes posting negative returns for the month. Considering the events of September and the third quarter overall, this is not that surprising.

October 9, 2014 Categories: Portfolio Corner
August 2014 Market Review

Markets in perspective: August in review

After the U.S. equity sell-off in July, asset classes ended August on a strong note – providing a good reminder of the challenges of precisely anticipating market declines and rebounds.

Sep 9, 2014 Categories: Portfolio Corner
Asset Class Dashboard July 2014

Asset Class Dashboard – July 2014: Putting the rocky end of July in perspective

The latest Asset Class Dashboard update highlights three key points that might be useful in your next client meeting.

Aug 14, 2014 Categories: Economic Insights
July 2014 Markets in Perspective

Markets in perspective: July in review – all about the last two days

Only a few major asset classes posted positive returns in July. Here’s how to put last month’s markets in perspective.

Aug 7, 2014 Categories: Portfolio Corner
June 2014 markets in perspective

Markets in perspective: June 2014 – unassuming upward markets

June continued the trend of May’s relatively tame markets. No asset class posted a negative 12-month return, and many were meaningfully above their historical averages.

Jul 10, 2014 Categories: Portfolio Corner
May 2014 Markets in perspective

Markets in perspective: May in review

Low market volatility and positive returns across nearly all major asset classes in May 2014 can serve as a reminder that sometimes boring isn’t so bad after all.

Jun 10, 2014 Categories: Portfolio Corner
April Market Review

Markets in perspective: Four months of returns

Although market returns for the first four months of 2014 may not be scintillating, they’re solid with the appropriate perspective

May 9, 2014 Categories: Portfolio Corner

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