Our market-focused newsletter provides a brief review of the previous quarter and an outlook of the coming quarter’s portfolio management strategy.
2026 Q2 Market Quarterly
Q2-2026 Market Results The second quarter of 2026 was a decent one for investors as most markets were up for the quarter. The S&P 500 was up 15.20% for the quarter, and International stocks were up a bit less at 9.80%. Emerging Markets were also up strongly at 18.12% for the quarter. Intermediate bonds were
2026 Q1 Market Quarterly
2026 Q1 Market Results The first quarter of 2026 wasn’t a good one for investors. The S&P 500 was down -4.33% for the quarter, and international stocks were down a bit less at -1.87%. Emerging Markets were up a surprising +3.86% for the quarter. Intermediate bonds were down slightly at -0.05%. Short Treasuries were up
Q3 2025 Market Quarterly
Q3-2025 Market Results Another good quarter for the markets. The S&P 500, our preferred measure of U.S. stock markets, was up +8.12% for the quarter, and 14.83% year to date (YTD). International markets were up, but again were lower than U.S. markets at +4.08% for the quarter, but a very strong +22.51% YTD. Emerging Markets
Q2 2025 Market Quarterly
Q2-2025 Market Results A much better quarter for the markets compared to last quarter. The S&P 500, our preferred measure of U.S. stock markets, was up +10.94% for the quarter, but only +6.2% year to date (YTD). International markets were up, but unlike last quarter, were lower than U.S. markets at +10.13% for the quarter,
Q1-2025 Market Quarterly
Q1-2025 Market Results A somewhat disappointing quarter for the U.S. markets. The S&P 500, our preferred measure of U.S. stock markets, was down -4.27% for the quarter. Interestingly, International markets were up +6.88% for the quarter and Emerging Markets were up +2.98% for the quarter. Over the past decade it has been unusual for International