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Friday, June 9, 2017

Risk assets continued with their upward momentum, generally finishing positive for the month. Politics dominated headlines with the spotlight on the Trump administration. Speculation on whether the president interfered with a FBI...

 

Monday, May 8, 2017

After drifting lower for most of the month, risk assets rallied at the end of April and finished in positive territory. The French election spurred a rebound in markets when both Republican and Socialist candidates were edged out in...

 

Monday, April 17, 2017

Risk assets finished the quarter in strong positive territory but experienced a pullback in March after notably strong performance for the first two months of the year. In a widely anticipated move, the Fed increased interest rates by...

 

Wednesday, March 1, 2017

Markets were off to a good start in 2017 as risk assets posted modest gains for the month. After taking a brief pause from the post-election fourth quarter rally, risk assets continued to climb at a more tempered pace, with returns...

 

Wednesday, January 18, 2017

Risk assets were up for the fourth quarter to finish the year in strong positive territory. Although 2016 began with a steep double‐digit market decline, markets rallied after hitting a bottom on February 11 and credit conditions...

 

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Friday, December 9, 2016

The dramatic market shifts in November were not for the fainthearted. Risk assets ended the month mixed with domestic assets posting strong positive returns and international assets generally negative. November began with risk assets...

 

Friday, June 10, 2016

After a weak start to the month, risk assets finished May with strong returns. Despite increased rumblings for a mid-year Fed rate hike creating uncertainty in the market, climbing oil prices and strong housing data helped uphold...

 

Friday, May 13, 2016

Continuing the rally that began in mid-February, risk assets posted modest gains in April, helped by more dovish comments from the Federal Reserve and further gains in oil prices. Expectations regarding the pace of additional rate...

 

Tuesday, April 12, 2016

After an extremely volatile quarter, the broad equity market indexes ended just about where they started. Risk assets began the year under heavy pressure, with the S&P 500 Index declining more than -10% to a 22-month low on February 11...

 

Tuesday, March 15, 2016

February was a fragmented month. Equity markets were down mid- to high-single-digits for the first half of the month but rebounded off the February 11 bottom to end the month relatively flat. While fears of slower growth in U.S. and...

 

Wednesday, February 10, 2016

It was a rough start to 2016 for investors. Fears of weaker growth in the U.S. and China and volatile oil prices weighed on global equity markets. With signs of slower growth in the U.S., investors began to worry about the impact of...

 

Friday, January 15, 2016

After three years of strong market returns, 2015 performance was relatively flat combined with higher volatility across most asset classes. Sluggish global economic growth, concerns over a hard landing in China, a further decline in...

 

Tuesday, November 17, 2015

The market correction in the third quarter, prompted by the Federal Reserve’s decision to stay on hold and worries over China, resulted in investor sentiment reaching levels of extreme pessimism. Risk appetites returned in...

 

Tuesday, October 13, 2015

A slowdown in China, which generated anxiety over the outlook for global growth, combined with the Federal Reserve’s decision to postpone the first interest rate hike, while warning of global developments, led to uncertainty and...

 

Monday, September 28, 2015

Global growth concerns, specifically the impact of a slowdown in China, and the anticipation of Fed tightening beginning in the fall prompted a spike in volatility and a sell-off in risk assets in August. The decline occurred despite...

 

Wednesday, August 12, 2015

Developed equity markets rebounded in July amid easing of the debt crisis in Greece and improving U.S. economic data. However, concerns over a slowdown in China, renewed weakness in Brazil and a further sell‐off in commodity prices...

 

Wednesday, July 15, 2015

Uncertainty over the start of the Federal Reserve’s rate hike campaign, the possibility of a default in Greece and Puerto Rico, and the drop in China shares each weighed on financial markets in June, resulting in a quarter of...

 

Friday, June 12, 2015

Financial markets in May were mixed with modestly positive returns in U.S. equity markets (+1.3% for the S&P 500), modestly negative returns for international equity markets (-1.5% for the MSCI ACWI ex USA), and flat returns in U.S....

 

Wednesday, May 13, 2015

In April we saw a reversal of some of what occurred in the first quarter. U.S. large cap equities were positive on the month (S&P 500 Index gained +1.0%); however, U.S. mid and small cap stocks experienced declines of -0.9% and -2.6%...

 

Monday, April 13, 2015

After 2014 was dominated by the strong performance of the narrow S&P 500 Index, the first quarter of 2015 showed better results for diversified portfolios and higher levels of volatility across and within asset classes—both...

 

Wednesday, March 25, 2015

Global equity markets delivered solid gains in February, helped by a stabilization in crude oil prices, signs of better economic growth in Europe, and a short-term resolution in Greece. It was a “risk-on” environment for U...