Market Commentary

investment insights to help you navigate the market

Q3 2023 | Quarterly Market Review

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

"The first half of 2023 marks the tenth time since 1926 that value stocks have underperformed growth stocks by more than 20 percentage points over a two-quarter period. More often than not, value has responded like the hero in an action movie, beating growth over the following four quarters in seven of the nine previous instances and averaging a cumulative outperformance of nearly 29 percentage points."


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