Archive

Posts Tagged ‘asset class performance’


CIO3: Markets in Perspective

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July was generally positive across the board for broad asset classes, save for commodities and emerging markets. A balanced portfolio still shows positive returns for the month, YTD and 12 months ending July 31, 2015.

August 13, 2015 Categories: Portfolio Corner
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CIO3: Markets in Perspective

While June was negative across the board for broad asset classes, a stronger April and May led to positive returns for equities and commodities for the quarter.

Jul 14, 2015 Categories: Portfolio Corner
May 2014 Markets in perspective

Markets in perspective: May 2015 in review

Even with many asset classes down for the month, the benefits of diversification are still evident for the month and year-to-date through May.

Jun 11, 2015 Categories: Economic Insights
April Market Review

Markets in perspective: April 2015 in review

The April 2015 Asset Class Dashboard shows a strong month for Non-U.S. equities – especially Emerging Markets. The divergence in returns may remind investors of the potential power of diversification, and the importance of sticking with asset classes that underperformed in prior periods.

May 12, 2015 Categories: Portfolio Corner
March 2014 Markets in Perspective

Markets in Perspective – March and 1Q review

A hypothetical balanced index portfolio held up well in the first quarter of 2015.

Apr 16, 2015 Categories: Economic Insights
Markets in perspective February 2015

February Market Update – strong month for equity investors

Improved sentiment in Europe helped non-U.S. stocks (Russell Developed ex-U.S. Large Cap Index) outpace U.S. equities (Russell 3000® Index) in February. Other asset classes held their own, too.

Mar 12, 2015 Categories: Economic Insights
January 2015 Market Review

January market update – a month when diversifiers diversified

The divergence of asset class returns can be a good reminder for investors of the benefits of diversification.

Feb 10, 2015 Categories: Economic Insights

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