Insights: Equities Rise Again in February Due to Steady Fed and Trade Optimism

For a printable version, click here. Overview In February, U.S. and foreign stocks again appreciated. The monthly return for the S&P 500, for instance, was 3.21%, U.S. small company stocks in the Russell 2000 Index climbed 5.2%, and non-U.S. stocks in the MSCI ACWI ex-USA gained 1.95%.  Markets continued to respond favorably to Fed Chairman | Read More +

Insights: Regrouping After A Difficult October

Click HERE for a printable version of this post. Overview In October, all major asset classes posted negative performance, although economic data in the U.S. remained generally sound.  There were several chief reasons for the across-the-board investment declines: Third-quarter corporate earnings were mixed, and stocks lacked support from company buybacks. Increased worries about geopolitical risk | Read More +

Insights: The Fed Raised Rates in September Ahead of Additional Growth

Click HERE for a printable version of this post. Overview In September, U.S. stocks and bonds posted mix performance, as did foreign stocks and bonds. Economic data in the U.S. remained generally sound. The Trump administration announced on the last day of September that it had completed a trade pact with both Mexico and Canada. | Read More +

Our Perspective: The Wall Street Journal on The Importance of Global Diversification

The Wall Street Journal recently published an article by noted columnist Jason Zweig titled “The ‘Dumb’ Money Is Bailing on U.S. Stocks. That’s Smart. ” We want to call your attention to it, because, in our opinion, it deftly demonstrates the importance of global diversification, particularly when an individual market has demonstrated an extended period of out | Read More +

Insights: U.S. Stocks and Bonds Rise in August Amid Continued Uncertainties Abroad

Click HERE for a printable version of this post. Overview In August, U.S. stocks and bonds rose, and foreign stocks and bonds fell. Economic data in the U.S. continued to be strong. August began on an upbeat note after the Trump administration reached a conciliatory trade agreement with the European Union in late July, and | Read More +

Insights: Global Stocks Gain in July, But Headwinds Remain

Click here for a printable version of this post. Overview In July, U.S. and international stocks rose, and domestic and foreign bonds were variously stable or positive. Economic data in the U.S. continued to be strong. It deteriorated further in Europe, but late in the month the Trump administration reached a conciliatory trade agreement with | Read More +