Low volatility and strong market returns continued in the month of July. Investors largely ignored the political headlines as they wait to see if any meaningful change will happen with tax reform and healthcare. The S&P 500 Index returned 10.34% while the FTSE All Word Ex-US Index increased 14.06% for the year ending July 31st. [...]
The first six months of the year were characterized by strong market returns, low volatility and moderate economic growth, as investors followed the Trump administration’s first six months in office. For the second quarter of 2017, the S&P 500 returned 9.34% and the FTSE All World Ex-US Index increased 14.16%. For the month of June, [...]
June 2017 Market Update - During the first few months of the year, market returns were strong while the trend of modest economic growth continued. For the month of May, the S&P 500 Index returned 1.41% while the FTSE All Word Ex-US Index increased 3.26%. Year-to-date through May 31st, the S&P 500 delivered 8.66% and [...]
The financial markets delivered positive returns in the first four months of the year, as investors watched Trump’s first 100 days. For the month of April, the S&P 500 Index returned 1.03% while the FTSE All Word Ex-Us Index increased 2.20%. Year-to-date through April 30th, the S&P 500 delivered 7.16% and the FTSE All World [...]
The first three months of 2017 were characterized by high consumer confidence, a stream of good economic news, low volatility and strong market returns as investors followed the Trump administration’s rise to power. For the first quarter of 2017, the S&P 500 returned 6.07% and the FTSE All World Ex-US Index increased 7.92%. Though consumer [...]
The financial markets delivered positive returns in the first few months of the year, as investors watched Trump’s first 100 days and the Dow crossed 21,000 for the first time. For the month of February, the S&P 500 Index returned 3.97% while the FTSE All World Ex-Us Index increased 1.74%. Year-to-date through February 28th, the [...]
In the first month of the year, political headlines dominated as Trump began signing executive orders, and the Dow crossed the 20,000 mark for the first time. For the month of January, the S&P 500 Index returned 1.9% while the FTSE All Word Ex-Us Index returned 3.4%. Since his inauguration, President Trump signed executive orders [...]
2016 brought its share of surprises, from the Brexit vote and Donald Trump’s win, to the recent stock market rally. The beginning and ending to 2016 were characterized by an almost identical drop and rally. As the year began, investors feared a recession and deflation, and were uneasy over the Fed’s December 2015 rate hike. [...]
The Fed announced Wednesday that it raised rates by .25%, the first time in 2016 and the second time in the past decade. Read details here.
The month of November was characterized by a post-election rally as investors made sense of the election implications. For the month of November, the S&P 500 Index returned 3.7% while the FTSE All Word Ex-Us Index returned -2.32%. Markets were strong year-to-date through November 30th; the S&P 500 Index was up 9.79% and the FTSE [...]
