Financial markets started 2023 on a positive note as stocks and bonds both saw gains in January. It was a welcomed change as many investors hope to put 2022 firmly in the rearview mirror. As shared in our annual outlook, we forecast that 2023 will be a year of more normalized market conditions, albeit against | Read More +
Tag: Market Commentary
Insights: A Strong Start to the Fourth Quarter and A Close Look at Inflation
In October, stocks started the fourth quarter on a strong note, while bonds retreated modestly as market participants positioned portfolios for the final months of 2021. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), advanced by 5.10% in October, the U.S. large-cap Russell 1000 Index rose 6.94%, the U.S. | Read More +
Insights: The Markets, COVID Developments, and Corporate Earnings
The new year started on a generally positive note for the markets, supported by low interest rates, positive vaccine developments, and impressive corporate earnings. In January, the MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), declined by 0.5%. The U.S. large-cap Russell 1000 Index fell 0.8% in January, although the | Read More +
Insights: The Markets, Global Economic Developments, and COVID-19
Market Returns Global equity markets made a strong start this week, continuing a broad-based rally on Monday and Tuesday. The primary drivers were the ongoing reopenings across the country as well as positive movement among economic indicators, including global PMIs, housing data, and retail sales Despite the positive data, markets declined following reports of increased | Read More +
Update On The Markets & COVID-19: US, China Soften The Rhetoric
Market Update Financial markets have started the week on an upbeat note. Through Tuesday’s close, the S&P 500 has risen 1.3%, the Nasdaq has advanced 2.3%, the small cap Russell 2000 has climbed 1.0%, and International stocks, as represented by the MSCI ACWI Ex-USA, have risen by 1.0%. The Barclays U.S. Aggregate Bond Index has | Read More +
COVID-19 and Long-Term Investing
In this communication, we share an update about market returns and discuss some new developments in the government’s policy actions and the scientific community’s health response. We also include, and close with related perspectives about what these mean for you and your investment portfolios. Market returns Financial markets have been mixed this week as investors | Read More +
Our Perspective: On Yesterday’s Market Sell-Off and Coronavirus
Yesterday, global stock markets fell sharply. The Dow, for instance, was down 3.56%, and the S&P 500 Index dropped 3.35%. We would like to briefly address the reasons and share some of our immediate thoughts about portfolio positioning. The most frequently cited culprit for the sell-off was the heightened concern that emerged over the weekend | Read More +
Insights: Coronavirus Worries Stocks in January, But Lasting Economic Effects Likely Limited
View a printable version Overview In January, most major stock indices retreated given worries about the global economic implications of the coronavirus. The monthly return for the S&P 500 was largely unchanged at -0.04%, the Russell 2000 (U.S. small-company stocks) fell 3.21%, and the MSCI ACWI ex-USA (non-U.S. stocks) lost 2.69%. In contrast, core U.S. | Read More +
