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Archive for: Markets

 

2017 Q4 Insights

January 23rd, 2018 by John Anderson – Be the first to comment
Posted in Markets, Quarterly Insights
 


In short, 2017 was a fantastic year for the equity portion of our portfolios.  It seems like we were continually met with heartwarming headlines such as “Relentless Rally”, “The Dow Races Through 23,000”, only to be followed by “The Dow Hurdles Past 25,000 to Record” and let’s not forget “S&P 500 Powers to New Heights”.  In fact, 2017 was so good, that it was the first time ever that the S&P 500 had a positive return for every single month.

Asset Class Representative Index Q4 2017 YTD
Global Equities MSCI All Country World Index 5.7% 24.0%
    U.S. Equities S&P 500 Total Return 6.6% 21.8%
    International Equities MSCI All Country Ex US 5.0% 27.2%
    Emerging Markets MSCI Emerging Markets 74% 37.3%
Real Assets Alerian MLP Total Return -1.0% -6.5%
    U.S. Real Estate Dow Jones US REIT 2.0% 3.8%
U.S. Bonds Barclays Aggregate Bond 0.4% 3.5%

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2017 Q3 Insights

October 26th, 2017 by John Anderson – Be the first to comment
Posted in Markets, Quarterly Insights
 

It’s getting hard to not feel as though I am writing the same thing about the markets each quarter.  In fact, the US markets have put together an impressive string of seven consecutive quarters of positive returns.  We have to go all the way back to the third and fourth quarters of 2015 to find any significant red (negative returns) across our asset class returns chart.  Major asset class returns for the third quarter and 2017 YTD are below.

Asset Class Representative Index Q3 2017 YTD
Global Equities MSCI All Country World Index 5.2% 17.3%
    U.S. Equities S&P 500 Total Return 4.5% 14.2%
    International Equities MSCI All Country Ex US 6.2% 21.3%
    Emerging Markets MSCI Emerging Markets 7.9% 27.8%
Real Assets Alerian MLP Total Return 0.0% -2.7%
    U.S. Real Estate Dow Jones US REIT 0.4% 1.8%
U.S. Bonds Barclays Aggregate Bond 0.9% 3.1%

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2017 Q3 Quarterly Market Review

October 24th, 2017 by John Anderson – Be the first to comment
Posted in Capital Market Review, Markets
 

Every quarter we publish our Capital Markets Review for the benefit of our clients and others.  We believe that markets work, and as managers, we add value through a deep understanding of our clients and their needs.  Then we implement a portfolio designed specifically to meet them.

 

In keeping with our philosophy, the review provides detailed information about the global markets we use to build portfolios. It begins with a global overview and includes a timeline of events over the previous quarter.  The review then features the returns of various stock and bond asset classes in the US and international markets.

Read More: 2015 Q2 Capital Markets Review