Market Update

/Market Update

The Implications of Brexit

The citizens of the U.K. voted to leave the European Union (EU) overnight and Prime Minister David Cameron, who led the “remain” effort, announced his resignation, startling the financial markets. This was a surprise to the pollsters and the financial markets which have been pricing in a “remain” vote over the last week. The pound [...]

By |2017-06-02T17:58:53+00:00June 24th, 2016|Market Update, Uncategorized|

May 2016 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.  Global financial markets are in better shape than they were a few months ago - confidence in the economy is growing, oil [...]

By |2017-06-02T17:58:53+00:00June 9th, 2016|Market Update|

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+00:00March 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+00:00February 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+00:00January 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+00:00October 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+00:00September 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+00:00August 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+00:00June 16th, 2015|Market Update|

3 Critical Considerations to Ask in a Liquidity Event

A Liquidity Event Guide that covers pre, during, and post transaction.