Only a few major asset classes posted positive returns in July. Here’s how to put last month’s markets in perspective.
The latest Asset Class Dashboard update highlights three key points that might be useful in your next client meeting.
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.
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.
Although market returns for the first four months of 2014 may not be scintillating, they’re solid with the appropriate perspective
Market performance varied month to month in the first quarter of 2014, but for the most part, diversified and balanced portfolios were rewarded.
Equity returns came back to their winning ways in February, compared to their performance just one month earlier. Historical equity-diversifying asset classes – bonds and real assets – also posted positive returns for the month. All of this likely helped many balanced investors make back some of their losses from January 2014.