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February 2016 Market Update

After a rocky start to 2016, we experienced a strong rebound in the financial markets from the lows in mid-February. As we mentioned in prior communications, our belief is that a recession is not imminent. The beginning of the year was volatile - the S&P 500 declined -9.17% from December 31st through February 10th. From February 11th to March 7th, the S&P [...]

By | 2017-06-02T17:58:53+00:00 March 8th, 2016|Market Update|

Recession Fears Dampen Amid Recent U.S. Consumer Reports

Since the beginning of the year, the markets have suffered a correction, the dollar has trended higher and corporate credit spreads have widened, suggesting an increased risk of a recession. But so far, nobody has told the U.S. Consumer. Retail sales rose .02% in January, even as a snowstorm covered much of the Northeast late in the [...]

By | 2016-02-16T18:30:07+00:00 February 16th, 2016|Market Update|

2016 – The Year Ahead

Capital Markets Review January 1, 2015 – December 31, 2015 index returns[1]: S&P 500 (U.S. Large Cap): 1.4% Russell 2000 (U.S. Small Cap): -4.4% MSCI EAFE (Developed International Markets): -0.4% MSCI EME (Emerging Markets): -14.6% Barclays Capital Aggregate (U.S. Fixed Income): 0.5% Barclays Global High Yield Index: -2.7% Bloomberg Commodity Index: -24.7% 2015 – A [...]

By | 2017-06-02T17:58:53+00:00 January 26th, 2016|Market Update, Uncategorized|

October 2015 Market Update

Capital Markets Review January 1, 2015 – September 30, 2015 index returns[1]: MSCI EAFE (Developed Foreign Markets): -4.9% Russell 2000 (U.S. Small Cap): -7.7% MSCI EME (Emerging Markets): -15.2% Barclays Aggregate (U.S. Fixed Income): 1.1% S&P 500 (U.S. Large Cap): -5.3% Barclays High Yield (U.S. High Yield Fixed Income): -1.9% Dow Jones-UBS Commodities Index: -15.8% [...]

By | 2017-06-02T17:58:53+00:00 October 23rd, 2015|Market Update|

September 2015 Market Update

Our monthly market updates are designed to keep clients and members of the community abreast of market movements, macroeconomic and geopolitical issues and Callan Capital portfolio positioning. We encourage and welcome your feedback. After years of relative calm, equity markets suffered their first correction since 2011 during late August. Fears over slowing growth in China, [...]

By | 2017-06-02T17:58:53+00:00 September 9th, 2015|Market Update|

August 2015 Market Update

Capital Markets Review January 1, 2015 – June 30, 2015 index returns [1]: MSCI EAFE (Developed Foreign Markets): 5.9% Russell 2000 (U.S. Small Cap): 4.8% MSCI EME (Emerging Markets): 3.1% Barclays Aggregate (U.S. Fixed Income): -0.1% S&P 500 (U.S. Large Cap): 1.2% Barclays High Yield (U.S. High Yield Fixed Income): 1.9% Dow Jones-UBS [...]

By | 2017-06-02T17:58:53+00:00 August 7th, 2015|Market Update|

May 2015 Market Update – Notes from the Callan Capital Investment Committee

Our monthly market updates are designed to keep clients and members of the community abreast of market movements, macroeconomic and geopolitical issues and Callan Capital portfolio positioning. We encourage and welcome your feedback. 2015 is off to a solid start; the S&P 500 Total Return Index gained 3.2% and the FTSE All World Ex-US Index [...]

By | 2017-06-02T17:58:53+00:00 June 16th, 2015|Market Update|

MONTHLY MARKET UPDATE – Notes from the Callan Capital Investment Committee

Our new monthly market updates are designed to keep clients and members of the community abreast of market movements, macroeconomic and geopolitical issues and Callan Capital portfolio positioning. We encourage and welcome your feedback. 2015 is off to a robust start; the S&P 500 Total Return Index gained 2.6% year-to-date through February, rebounding 5.75% for [...]

By | 2017-06-02T17:58:54+00:00 March 11th, 2015|Market Update|

Investment Outlook for the Year Ahead

2014 was a year of highly variable investment returns across many asset classes important to a diversified portfolio. These returns reflected the divergence between the U.S. and other world economies. The U.S. economy posted positive gains while other countries tussled with flat economic activity, lowered interest rates, heightened geopolitical tension and a selloff in oil [...]

By | 2017-06-02T17:58:54+00:00 January 28th, 2015|Market Update|

Market Update

The S&P declined 0.7% last week, even though a stronger-than expected unemployment report was released last Friday. The report showed that 248,000 non-farm payroll jobs were created in September, and the unemployment rate fell to 5.9%[i]. These numbers point to an accelerating economy, though we believe growth will be gradual. Returns will be moderate over [...]

By | 2014-10-07T19:37:05+00:00 October 7th, 2014|Market Update|