Asset Class Returns - 7/31/2019

What a boring month in the markets … except for the last afternoon! It was only boring because the past months have been so volatile. Based on the first two days of August, not so boring...
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Asset Class Returns - 6/30/2019

June equity returns were almost a mirror image of May - but with a positive number - bringing YTD returns back to April highs. Don't forget the base is off the relative lows of Christmas Eve, but still quite impressive. The same two drivers are present - trade negotiations and the Fed.
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Asset Class Returns - 4/30/2019

YTD returns of 3.54%, 5.71% and 8.78%. One would think pretty impressive for equities. These are actually bond asset classes of TIPS, Inv Grade and High Yield. 4 months of US equity... close to 20%. Check out the blog post other asset classes and 1-year graphs for context.
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Asset Class Returns - 12/31/2018

Should auld "indices" be forgot, And never brought to mind? ... That may have been the song many investors wanted to sing this New Year's Eve. US equity markets saved the worst month for last as December saw significant losses in the major indices. The same concerns persisted into the month, with global economic slowdown, trade negotiations with China and political issues on investors' minds.
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Asset Class Returns - 11/30/2018

US equity markets recovered a bit after the rough October returns, though still down over the past two months.  For the year, US large caps are holding a solid gain but small caps are roughly flat.  At the sector level, the monthly return range was about 9%, with Health Care having a positive 7% and Technology down almost 2%.  The REIT sector was strong on the back of lower interest rates, along with Utilities.

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Asset Class Returns - 10/31/2018

As you are probably aware, almost all asset classes were down this past month.  Even the usual favorable effects of rising bond prices didn't help except for short-maturity treasuries and currency-hedged international bonds.  There was a small bounce at the end of the month in equity markets to soften the blow.

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