Archive

Posts Tagged ‘asset class performance’


Markets in Perspective – March and 1Q review

March 2014 Markets in Perspective

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

April 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
2014 Market Review

Markets in perspective: 2014 Market Recap

The surprise – and impact – of rising interest rates, falling oil prices and relative strength of the U.S. Dollar in 2014 were good reminders for investors that it can be very difficult to anticipate what is coming next for the markets and economy.

Jan 8, 2015 Categories: Economic Insights
November 2014

Markets in perspective: November in review

Developed market equities (Russell 3000® Index and Russell Developed ex-U.S. Large Cap Index) and U.S. fixed income (Barclays U.S. Aggregate Bond Index) held up in November 2014 even as central banks in the U.S., Europe and China were making changes to their policies.

Dec 11, 2014 Categories: Economic Insights
October 2014 Markets in Perspective

Markets in perspective: October in review

October 2014 was a good reminder of the challenges of trying to perfectly anticipate market sell-offs and rebounds.

Nov 11, 2014 Categories: Portfolio Corner
markets in perspective September 2014

Markets in perspective: September in review

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.

Oct 9, 2014 Categories: Portfolio Corner

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