)

Archive for: Quarterly Insights

 

2018 Q2 Insights

July 18th, 2018 by John Anderson – Be the first to comment
Posted in Markets, Quarterly Insights
 

Greetings Clients & Friends,

It’s hard to believe that 2018 is already half over!  I hope you are enjoying your summer and all life has to offer. I’d love to hear of any fun adventures you’ve taken!

Asset Class Representative Index Q2 2018 YTD
Global Equities MSCI All Country World Index 0.5% -0.4%
    U.S. Equities S&P 500 Total Return 3.4% 2.7%
    International Equities MSCI All Country Ex US -2.6% -3.7%
    Emerging Markets MSCI Emerging Markets -7.9% -6.7%
Real Assets Alerian MLP Total Return 11.8% -0.6%
    U.S. Real Estate Dow Jones US REIT 10.0% 1.8%
U.S. Bonds Barclays Aggregate Bond -0.2% -1.6%

read more »

 

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%

read more »

 

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%

read more »