Asset Class Returns - 11/30/2019

A relatively quiet month on the surface as the market seems content with a Fed on hold (reinforced at Powell Congressional testimony mid-month), inflation and GDP solid but not hot, and trade negotiations moving along.
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Asset Class Returns - 9/30/2019

Despite the continued themes of trade war and slowing growth – and a couple new shocks in September – the markets remain resilient through September but economic indicators bear watching.
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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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