2017 Q3 Insights
October 26th, 2017 by John Anderson – Be the first to commentPosted 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% |