Posts Categorized: Newsletters

First Quarter 2015

Q1 2015 Financial Market Update: Global stocks increased 2.3% during the first quarter, but returns differed significantly based on company size and geography.  Within the U.S., mid-sized company stocks performed best (up 5.3%), while large companies increased a modest 1%.  Abroad, both foreign developed and emerging market country stocks recovered… Read more »

2014 Year End

Q4 2014 Financial Market Update: Market volatility increased sharply early in the fourth quarter amid renewed concerns about deteriorating global economic growth prospects. These concerns were then highlighted when the International Monetary Fund downgraded its outlook for global economic growth, citing persistent weakness in the Eurozone and a broad slowdown in several major emerging markets…Read more »

Third Quarter 2014

Q3 2014 Financial Market Update: Headlines outlining a number of global events led to fluctuations in the stock and bond markets during the quarter.  Events included: (1) continued fighting and unrest in Ukraine that hurt both relations and trade between Russia and the rest of the developed world, (2) a… Read more »

Second Quarter 2014

Q2 2014 Financial Market Update: 2014 was off to a much more volatile start than the prior year with seven days of large price swings on global stocks in the first three months. The trend continued in April where stocks experienced two additional days of 2% or greater price movements. However, stock market volatility fell and risky assets rallied when geopolitical tensions began to ease…Read more »

First Quarter 2014

Q1 2014 Financial Market Update: In a sharp contrast to 2013, real estate and commodities significantly outperformed other risky assets during the first quarter of 2014.  Increasing 10.4% and 7.0% respectively, these asset classes far outpaced global stocks that appreciated a modest 1.1%.  Emerging market stocks continued to struggle as… Read more »