Posts Categorized: Newsletters

First Quarter 2018

First Quarter 2018: 2018 started in much the same way that 2017 ended, with stocks rising week after week and setting new all-time highs along the way. The trend changed in late January, and stock prices retreated a bit when investors began to worry that rising inflation would lead…Read more »

Fourth Quarter 2017

Fourth Quarter 2017: The global stock market rose 24.0% in 2017, making it a terrific year for investors. Both emerging market and foreign developed stocks, which were up 37.3% and 25.0% respectively, outperformed their U.S. counterparts for the first time in many years. Even commodities …Read more »

Third Quarter 2017

Third Quarter 2017: The first three quarters of 2017 have been great for investors. In the third quarter alone, global stocks appreciated 5.2%, bringing their gains to 17.3% for the year. In particular, emerging market and foreign developed stock returns (helped by appreciating foreign currencies) have been most impressive…Read more »

Second Quarter 2017

Second Quarter 2017: Building on the strong performance of the first quarter, financial markets continued to show optimism about the future. Global stocks, led by foreign developed and emerging market companies, increased 4.3% during the past three months bringing the year-to-date return to 11.5%. In contrast, falling oil prices…Read more »

First Quarter 2017

First Quarter 2017: Emerging market stocks shook off their post-election woes and posted a double digit return for the first quarter of 2017. This gain far outpaced global stocks that as a whole appreciated 6.9%. In contrast, U.S. small caps gained a mereā€¦ Read more »