January Market Overview
February 10, 2020
Equity markets kicked off the new decade with strength in the first few weeks but finished the month broadly lower, as coronavirus concerns spread through the market nearly as quickly as the virus itself. While the...
December Market Overview
January 9, 2020
Investors enjoyed strong returns in December with most equity indices up several percentage points, including the S&P 500 which rose 3%. We attribute the rally to the continued progress toward a “phase one”...
November Market Overview
December 9, 2019
The majority of global equity indices were up strongly in November, including the S&P 500, which rose 3.6%. The broad-based strength was largely attributable to investor optimism surrounding a potential “phase...
October Market Overview
November 8, 2019
All major equity indices posted gains for October, including the S&P 500, which climbed a very respectable 2.2%, bringing the YTD return to 23.2%. Recall that markets began the month with heightened volatility...
September Market Overview
October 10, 2019
The majority of global stock indices rebounded from the August selloff and finished September with respectable monthly gains, including the S&P 500, which climbed 1.9%. The rebound in the stock market was largely...
August Market Overview
September 9, 2019
The stock market experienced heightened volatility in August as yet another escalation in the U.S.-China trade war took center stage. As such, virtually all stock market indices declined for the month, including the...
July Market Overview
August 9, 2019
Markets continued to march higher in July with the majority of global equity and fixed income indices posting modest gains for the month, including the S&P 500, which climbed 1.4%. Economic data remained...
June Market Overview
July 5, 2019
The markets were strong in June and recovered well from the widespread losses seen in May. In fact, all major global equity and fixed income indices posted positive returns, including the S&P 500, which climbed 7%...
May Market Overview
June 10, 2019
The markets experienced heightened volatility in May, with virtually all U.S. and international equity indices declining – including the S&P 500, which dropped 6.4% for the month. The decline in global markets...
April Market Overview
May 7, 2019
Markets rallied again in April with virtually all U.S. and international equity indices rising, and most by several percentage points – including the S&P 500, which rose 4% for the month. In the U.S., the...
