Insights: Bonds Gain While Stocks Slide in August as Trade War Flares

For a printable version, click here. Overview In August U.S. bonds climbed while domestic and foreign stocks declined, primarily in response to an escalation in the trade war between the U.S. and China and the potential implications it has for slowing global economic growth. The monthly return for the S&P 500 was down 1.58%, and | Read More +

Insights: S&P 500 Notches New All-Time High Amid Patient Fed and Strong Economic Growth

To print, click here. Overview In April, domestic and foreign stocks and bonds climbed yet again. The monthly return for the S&P 500, for instance, was a sharply higher 4.05%, and non-U.S. stocks in the MSCI ACWI ex-USA gained 2.64%.  U.S. bond prices were largely flat on modest yield movement so that, for instance, the | Read More +

Insights: Equities Gain in March Despite Mixed Global Economic Signals

Click here for a printable version. In March, domestic and foreign stocks and bonds once again generally appreciated. The monthly return for the S&P 500, for instance, was 1.94%, and non-U.S. stocks in the MSCI ACWI ex-USA gained 0.60%. U.S. bond prices were up sharply in response to falling yields as evidenced by the fact | Read More +

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 +