Market Commentary

investment insights to help you navigate the market

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."

Q1 2020 | Quarterly Market Review

Wednesday, 08 April 2020

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

Q1 2020 | Quarterly Market Review

We also share an article that discusses the impact that the Coronavirus pandemic has had on the stock markets as well as the global economy. 

"Market declines can occur when investors are forced to reassess expectations for the future. The expansion of the outbreak is causing worry among governments, companies, and individuals about the impact on the global economy. Apple announced earlier this month that it expected revenue to take a hit from problems making and selling products in China. Australia's prime minister has said the virus will likely become a global pandemic, and other officials there warned of a serious blow to the country's economy. Airlines are preparing for the toll it will take on travel. And these are just a few examples of how the impact of the coronavirus is being assessed."

Coronavirus and the Long-Term Investor

Monday, 03 February 2020

Coronavirus and the Long-Term Investor

We have been invited by financial media to suspect that the blended value of 500 of the largest businesses in America and the world has “lost” three percent, with more “losses” to come, due to the outbreak in China of a new strain of coronavirus. Permit me to doubt this, and to suggest that you, as goal-focused long-term investors, join me in doubting it.  

I do not claim to have any idea how far this outbreak will spread, nor how many lives it will claim before it is brought under control. I’m reasonably certain that many (or perhaps most) of the world’s leading virologists and epidemiologists are working on it, and I believe that their efforts will ultimately succeed. Clearly, this is nothing more (or less) than my personal opinion. But if the rich history of similar outbreaks in this century is any guide, this would seem to be a reasonable hypothesis.

2019 Market Review

Friday, 10 January 2020

This report features world capital market performance for the past year.

2019 Market Review

Overview:

Market Summary

World Asset Classes

US Stocks

International Developed Stocks

Emerging Markets Stocks

Select Country Performance

Select Currency Performance vs. US Dollar

Real Estate Investment Trusts (REITs)

Commodities

Fixed Income

Impact of Diversification

Q4 2019 | Quarterly Market Review

Friday, 10 January 2020

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

We also share an article on how, when faced with short-term noise, it is easy to lose sight of the potential long-term benefits of staying invested.

"For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as impactful to your financial well-being can evoke strong emotional responses from even the most experienced investors. Headlines from the “lost decade” can help illustrate several periods that may have led market participants to question their approach."

The 2010s: A Decade in Review

Thursday, 09 January 2020

January 2020

Imagine it is early January 2010 and you are reading a review of the financial markets. Investors have been on a roller coaster over the past three years, living through the stress of the global financial crisis and market downturn of 2008–2009, then experiencing the recovery that began in March 2009 and is still going strong.

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