First-hand examples of communications we send directly to clients sharing our pulse on the markets.
Q4 2020 Market Results The fourth quarter of 2020 proved a good one for both U.S. and global markets. The S&P 500 was up an impressive 12.15% for the quarter, hitting new all-time highs in December. International was up an even more impressive 16.02% and Emerging markets up an even better 19.70%. Bonds were up
Q3 2020 Market Results After being hit very hard in the first quarter by the Coronavirus pandemic, then followed by a strong (but not complete) recovery in the second quarter, the market continued its recovery during the third quarter. So much so that the S&P 500 hit a new all-time high in early September. The
Q1 2020 Market Results The first quarter of 2020 was, without question, one for the history books. The world was introduced to coronavirus 2019, a.k.a. COVID-19, after its January outbreak in China. Although not overwhelmingly notable at first, the virus quickly spread in China, then to other countries and was officially labelled a pandemic on
Q-4 2019 Market Results The fourth quarter of 2019, and the full year of 2019 were good for the markets, especially the U.S. The U.S. S&P 500 index was up +9.07 for the quarter and +31.49% for the year. The international market index was up +8.17% for the quarter and up +22.01% for the year.
Q-3 2019 Market Results The third quarter of 2019 was not a great quarter for market returns, but it was far from bad. The U.S. S&P 500 index was up +1.70%. The international market index was down -1.07% and emerging markets were down -4.25%. Global ex-U.S. was down -1.80%. Bonds did surprisingly well with the