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Posts Tagged ‘asset class performance’


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

Asset Class Dashboard July 2014

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

August 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
March 2014 Markets in Perspective

Markets in perspective: A choppy first quarter of the year

Market performance varied month to month in the first quarter of 2014, but for the most part, diversified and balanced portfolios were rewarded.

Apr 8, 2014 Categories: Portfolio Corner
Finance wordle

Markets in perspective: Strong returns across the board in February

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.

Mar 13, 2014 Categories: Portfolio Corner

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