Market Commentary

investment insights to help you navigate the market

Q4 2023 | Quarterly Market Review

Monday, 08 January 2024

In this edition of our Quarterly Market Review we provide data and analysis across markets and investments.

Q4 2023 | Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

The report also illustrates the impact of globally diversified portfolios and features a quarterly topic: Country Debt and Stock Returns 

Q3 2023 | Quarterly Market Review

Wednesday, 11 October 2023

In this edition of our Quarterly Market Review we provide data and analysis across markets and investments.

Q3 2023 | Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

The report also illustrates the impact of globally diversified portfolios and features a quarterly topic:  When Value Delivers

Q2 2023 | Quarterly Market Review

Monday, 10 July 2023

In this edition of our Quarterly Market Review we provide data and analysis across markets and investments.

Q2 2023 | Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

The report also illustrates the impact of globally diversified portfolios and features a quarterly topic:  Let the Compounding Commence!

Q1 2023 | Quarterly Market Review

Monday, 10 April 2023

In this edition of our Quarterly Market Review we provide data and analysis across markets and investments.

Q1 2023 | Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

The report also illustrates the impact of globally diversified portfolios and features a quarterly topic: When Headlines Worry You, Bank on Investment Principles

Q4 2022 | Quarterly Market Review

Tuesday, 10 January 2023

In this edition of our Quarterly Market Review we provide data and analysis across markets and investments.

Q4 2022 | Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

The report also illustrates the impact of globally diversified portfolios and features a quarterly topic: Time the Market at Your Peril

Q3 2022 | Quarterly Market Review

Monday, 10 October 2022

In this edition of our Quarterly Market Review we provide data and analysis across markets and investments.

Q3 2022 | Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

The report also illustrates the impact of globally diversified portfolios and features a quarterly topic: What Drives Investment Returns? Start with Ingenuity. 

Q2 2022 | Quarterly Market Review

Thursday, 07 July 2022

In this edition of our Quarterly Market Review we provide data and analysis across markets and investments.

Q2 2022 | Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

The report also illustrates the impact of globally diversified portfolios and features a quarterly topic: Three Crucial Lessons for Weathering the Stock Market's Storm

Q1 2022 | Quarterly Market Review

Friday, 08 April 2022

In this edition of our Quarterly Market Review we provide data and analysis across markets and investments.

Q1 2022 | Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

The report also illustrates the impact of globally diversified portfolios and features a quarterly topic: Is It Time to Sell Stocks?

Q4 2021 | Quarterly Market Review

Wednesday, 12 January 2022

In this edition of our Quarterly Market Review we provide data and analysis across markets and investments.

Q4 2021 | Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

The report also illustrates the impact of globally diversified portfolios and features a quarterly topic: All-Time-High Anxiety

Q3 2021 | Quarterly Market Review

Monday, 11 October 2021

In this edition of our Quarterly Market Review we provide data and analysis across markets and investments.

Q3 2021 | Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

The report also illustrates the impact of globally diversified portfolios and features a quarterly topic: The 50-Year Battle for a Better Way to Invest

Q2 2021 | Quarterly Market Review

Wednesday, 07 July 2021

In this edition of our Quarterly Market Review we provide data and analysis across markets and investments.

Q2 2021 | Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

The report also illustrates the impact of globally diversified portfolios and features a quarterly topic: Long-Term Investors, Don't Let a Recession Faze You

Q1 2021 | Quarterly Market Review

Wednesday, 07 April 2021

In this edition of our Quarterly Market Review we provide data and analysis across markets and investments.

Q1 2021 | Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

The report also illustrates the impact of globally diversified portfolios and features a quarterly topic: YOLO, Meme, and EMH: What's Your Investment Style?

Q4 2020 | Quarterly Market Review

Monday, 11 January 2021

In this edition of our Quarterly Market Review we provide data and analysis across markets and investments.

Q4 2020 | Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

The report also illustrates the impact of globally diversified portfolios and features a quarterly topic: Looking Back on an Unprecedented Year

Q3 2020 | Quarterly Market Review

Wednesday, 07 October 2020

In this edition of our Quarterly Market Review we provide data and analysis across markets and investments.

Q3 2020 | Quarterly Market Review

We also share an article that looks to history for a full analysis of the relationship between value vs growth in the markets. 

"Logic and data provide the basis for a positive expected value premium, offering a guide for investors targeting higher potential returns. There is pervasive historical evidence of value stocks outperforming growth stocks. Data covering nearly a century in the US, and nearly five decades of market data outside the US, support the notion that value stocks— those with lower relative prices—have higher expected returns."

Q2 2020 | Quarterly Market Review

Wednesday, 08 July 2020

In this edition of our Quarterly Market Review we provide data and analysis across markets and investments.

Q2 2020 | Quarterly Market Review

We also share an article that advises long-term investors on how to react to a volatile market and potential recession. 

"With activity in many industries sharply curtailed in an effort to reduce the chances of spreading the coronavirus, some economists say a recession is inevitable if one hasn’t already begun. From a market perspective, we have already experienced a drop in stocks, as prices have likely incorporated the growing chance of recession. Investors may be tempted to abandon equities and go to cash because of perceptions of recessions and their impact. But across the two years that follow a recession’s onset, equities have a history of positive performance."

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