The month of September saw stocks and bonds move lower as market participants responded to the Federal Reserve’s decision to likely begin tapering monthly bond purchases toward the end of Q4, the ongoing Evergrande situation in China, and upcoming policy decisions out of Washington, D.C. The MSCI ACWI Index, which represents global equities (i.e., both | Read More +
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Insights: U.S. Economy, Inflation, COVID-19, and U.S. Corporate Earnings
The financial markets performed well again in April, supported by continued positive developments around the COVID vaccine rollout and fiscal stimulus. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), advanced by 4.37%, the U.S. large-cap Russell 1000 Index rose 5.38%, the U.S. small-cap Russell 2000 Index increased by 2.10%, | Read More +
Insights: COVID Developments, the U.S. Presidential Election, and Fiscal Stimulus
Global equity markets moved higher across the board in November as clarity emerged around the U.S. presidential election results, and three companies shared positive data from COVID vaccine trials. During the month of November, the MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), has risen 11.8%, while the MSCI ACWI | Read More +
An Update on the Markets for Week Ending 5.30.2020
Financial markets continued their upward trajectory this week. The S&P 500 finished the week up 3.6%, the technology-focused Nasdaq rose 1.3%, the small cap Russell 2000 advanced 4.1%, and international stocks, as represented by the MSCI ACWI Ex-USA, rose 4.5%. Investment-grade bonds, as measured by the Barclays Aggregate Index, finished the week up 0.2%. Continued | Read More +
End-of-Week Update on the Markets and COVID-19 for 5.8.2020
This week was positive overall for financial markets. The S&P 500 finished the week up 3.5%, the technology-focused Nasdaq rose 6.0%, the small cap Russell 2000 advanced 5.5%, and international stocks, as represented by the MSCI ACWI Ex-USA, rose 3.0%. Investment-grade bonds, as measured by the Barclays Aggregate Index, finished the week down 0.4%. | Read More +
End-of-Week Update on the Markets and COVID-19 for 5.1.2020
Market update This week was relatively busy in terms of incremental developments associated with COVID-19. The financial markets were choppy, but ended the week essentially flat. The S&P 500 finished the week down 0.21%, while the technology-focused Nasdaq fell 0.34%. The small cap Russell 2000 rose 2.23% and international stocks, as represented by the MSCI | Read More +
An Update On The Markets and COVID-19: Reopening The Economy
Market Update Equity markets have trended down so far this week largely for two reasons: (1) extended negotiations in Congress to expand relief for small businesses and (2) lower oil prices (discussed in the next section). The S&P 500 has fallen 4.7%, Nasdaq is down 4.4%, and the small cap Russell 2000 down 3.2%. International | Read More +
COVID-19 Scams: A Guide to Help You Stay Safe
The current crisis is unprecedented, and fraudsters will try to exploit any crisis. We have put together a guide of the most common scams specific to the COVID-19 crisis. You can access it here: A Guide to COVID-19 Scams.
Our Perspective: An Update On The Markets
In response to worries about the spread of the coronavirus (COVID-19), global stock markets have continued to fall sharply this week, while the prices of core government bonds, widely seen as safe-haven assets in uncertain times, have risen steeply. Although market activity is volatile, and additional incidents of the virus have been reported, our viewpoint | Read More +
Our Perspective: On Yesterday’s Market Sell-Off and Coronavirus
Yesterday, global stock markets fell sharply. The Dow, for instance, was down 3.56%, and the S&P 500 Index dropped 3.35%. We would like to briefly address the reasons and share some of our immediate thoughts about portfolio positioning. The most frequently cited culprit for the sell-off was the heightened concern that emerged over the weekend | Read More +
