Archive for: Quarterly Insights


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 »