IN THIS EDITION OF OUR QUARTERLY MARKET REVIEW WE PROVIDE DATA AND ANALYSIS ACROSS MARKETS AND INVESTMENTS.
This quarterly market review 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 market review also illustrates the impact of globally diversified portfolios and features a quarterly topic: When It’s Value vs. Growth, History Is on Value’s Side
Overview:
Market Summary
World Stock Market Performance
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
Quarterly Topic: When It’s Value vs. Growth, History Is on Value’s Side
