Archive for: July, 2018


2018 Q2 Quarterly Market Review

July 18th, 2018 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: 2018 Q2 Capital Markets Review


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%

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