WEEKLY MARKET FLASH DATA AS OF FEBRUARY 2, Index definitions available upon request. 1 of 5. Total Return (%)

Size: px
Start display at page:

Download "WEEKLY MARKET FLASH DATA AS OF FEBRUARY 2, Index definitions available upon request. 1 of 5. Total Return (%)"

Transcription

1 WEEKLY MARKET FLASH DATA AS OF FEBRUARY 2, 2018 U.S. Equity Index Level 1 Week MTD QTD YTD 1 Year Global Equity USD 1 Week MTD QTD YTD 1 Year S&P 500 2,762 (3.81) (2.16) DJIA 25,521 (4.11) (2.39) NASDAQ 7,241 (3.52) (2.30) Russell 1000 (3.78) (2.11) Russell 1000 Value (3.83) (1.88) Russell 1000 Growth (3.74) (2.34) Russell Mid (3.91) (2.10) Russell Mid Value (3.94) (2.16) Russell Mid Growth (3.88) (4) Russell 2000 (3.77) (1.75) Russell 2000 Value (3.82) (1.70) (0.49) (0.49) 8.42 Russell 2000 Growth (3.71) (1.80) Russell 3000 (3.78) (9) DJ US Select Dividend (3.74) (6) S&P 500 Dividend Arist. (4.58) (2.31) S&P 500 Sectors Consumer Discretionary (6) (1.96) Consumer Staples (3.76) (2.22) (0.66) (0.66) Energy (6.40) (7) Financials (2.68) (1.16) Health Care (5.00) (1.25) Industrials (3.26) (2.20) Information Technology (4.11) (2.99) Materials (5.64) (3.94) Telecom (1.28) (0.15) Utilities (2.27) (2.29) (5.28) (5.28) 5.69 MSCI ACWI (3.40) (1.87) MSCI EAFE (2.75) (1.34) MSCI EAFE Growth (2.79) (7) MSCI EAFE Value (2.71) (1.10) MSCI EAFE Local (2.16) (0.70) S&P Dev ex US (2.75) (1.32) EAFE Dividend (2.67) (1.83) MSCI Europe (3.10) (5) MSCI Europe ex UK (0) (2.11) MSCI Germany (4.05) (3.19) MSCI UK (3.38) (1.88) MSCI France (2.62) (2.16) MSCI Spain (3.39) (2.48) MSCI Italy (8) (1.31) MSCI Greece MSCI EM (3.30) (1.87) MSCI China (3.81) (2.10) MSCI Brazil (4.05) (2.76) MSCI Russia (0.35) (0.61) MSCI India (4.32) (3.35) (2) (2) MSCI Asia (2.75) (0.88) MSCI Asia ex Japan (2.88) (1.76) MSCI Japan (8) MSCI Korea (3.87) (3.24) Past performance does not guarantee future results. All investments are subject to risk. There is no assurance that any investment strategy will be successful. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. This information should not be construed as a recommendation of any investment strategy or product. 1 of 5

2 MARKET UPDATE Real Assets and Commodities 1 Week MTD QTD YTD 1 Year S&P Global Infrastructure (3.13) (2.27) (1.13) (1.13) S&P Global Natural Resources (4.06) (2.19) DJ US REIT (3.24) (1) (6.86) (6.86) (2.39) Global REIT (3.18) (2.42) (0.97) (0.97) DJ International REIT (2.76) (2.34) DJ Commodity (1.63) (0.68) DJ Energy (2.86) (0.41) DJ Crude Oil (2) DJ Natural Gas (10.34) (4.97) (25.74) DJ Grains 0.45 (7) (10.94) DJ Industrial Metals (0.69) (0.77) (0.40) (0.40) DJ Aluminum (2.16) (0.46) (2.79) (2.79) DJ Copper (9) (5) (2.91) (2.91) DJ Livestock DJ Precious Metals (1.96) (0.93) DJ Gold (1.44) (0.42) DJ Softs (0.48) 1.29 (4.28) (4.28) (29) 2 of 5 Valuations Current 3Mo 6Mo 9Mo 1 Year U.S. Valuations S&P 500 P/E Ratio* S&P 500 P/B Ratio* S&P 500 Div Yield International Valuations MSCI EAFE P/E Ratio* MSCI EAFE P/B Ratio* MSCI EAFE Div Yield MSCI EM P/E Ratio* MSCI EM P/B Ratio* MSCI EM Div Yield MSCI Japan Lg P/E Ratio* MSCI Japan Lg P/B Ratio* MSCI Japan Lg Div Yield *Trailing 12 months Historical Levels Fixed Income 1 Week MTD QTD YTD 1 Year Barclays US Agg (0.88) (0.68) (1.82) (1.82) 3 Barclays US Government (0.88) (0.67) (1.99) (1.99) 0.11 Barclays US Government Long (2) (9) (5.70) (5.70) 2.34 Barclays US High Yield (0.68) (0.40) Barclays US TIPS (0.93) (0.73) (8) (8) 0.68 Barclays Municipal (0.97) (0.42) (9) (9) 9 JPM EMBI Global Diversified (0.84) (5) (0.60) (0.60) 7.64 JPM GBI EM Global Diversified (0.69) (0) U.S. Treasuries 1 Week MTD QTD YTD 1 Year Barclays US Trsy 3Mo Barclays US Trsy 6Mo Barclays US Trsy 2Yr (3) (1) (0.31) (0.31) (0.19) Barclays US Trsy 5Yr (4) (0.33) (1.60) (1.60) (1.14) Barclays US Trsy 10Yr (9) (1.13) (3.55) (3.55) (1.39) Barclays US Trsy 30Yr (3.50) (0) (6.58) (6.58) 2.31 Alternatives 1 Week MTD QTD YTD 1 Year US Multialternative (0) (0.76) US Managed Futures (2.75) (1.20) Hedge Multi-Strategy (1.60) (0.90) US Market Neutral (2) (0.19) US Long/Short Equity (2.60) (1.33) Preferreds (1.84) (1.12) (2.47) (2.47) 3.54 % Change Over Period Currencies Spot (USD) 1 Week MTD QTD YTD 1 Year Euro (0.16) Pound Sterling 0.71 (0.42) (0.68) Yen (1.63) (1.11) Australian Dollar 1.26 (1.89) (1.94) Canadian Dollar 1.24 (2) (0.99) Swiss Franc (0.26) Brazilian Real 3.22 (2.18) (1.67) (2.98) Yuan Renminbi Spot price in USD terms. Performance data is against the USD in foreign currency terms. Past performance does not guarantee future results. All investments are subject to risk. There is no assurance that any investment strategy will be successful. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. This information should not be construed as a recommendation of any investment strategy or product.

3 Yield (%) MARKET UPDATE 1 WEEK MTD QTD YTD Value Blend Growth Value Blend Growth Value Blend Growth Value Blend Growth (3.83) (3.78) (3.74) (1.88) (2.11) (2.34) WEEK Mid (3.94) (3.91) (3.88) MTD Mid (2.16) (2.10) (4) QTD Mid YTD Mid (3.82) (3.77) (3.71) (1.70) (1.75) (1.80) (0.49) (0.49) Source: Morningstar. The above style boxes illustrate total returns for the Russell 1000, Russell Mid, and Russell 2000 indices. All data as of week end unless otherwise specified. This information is designed for educational purposes and should not be construed as a recommendation of any investment strategy. Past performance is not a guarantee of future results. All investments carry a certain degree of risk and investors may incur a profit or a loss. Indices are not available for direct investment. Any investor who may attempt to mimic the performance of an index would incur fees and expenses which would reduce returns. VOLATILITY (VIX) 10-YEAR U.S. TREASURY YIELD Source: Morningstar Source: Morningstar 3 of 5

4 Net Asset Value (NAV) Unemployment Rate (%) Participation Rate (%) YIELD (%) ECONOMIC UPDATE 3.5 SHORT-TERM VIEW OF U.S. TREASURY YIELD CURVE 3.5 LONG-TERM VIEW OF U.S. TREASURY YIELD CURVE YIELD (%) Current 1 Mo Ago Current 1 Yr Ago 2 Mo Ago 3 Mo Ago 6 Mo Ago 1 Mo 3 Mo 6 Mo 1 Yr 3 Yr 5 Yr 7 Yr 10 Yr 20 Yr 30 Yr 3 Yr Ago 5 Yr Ago 1 Mo 3 Mo 6 Mo 1 Yr 3 Yr 5 Yr 7 Yr 10 Yr 20 Yr 30 Yr $28 U.S. DOLLAR 5.6 U.S. UNEMPLOYMENT 63.6 $ $ $ $ $23 $ $ $ Participation Rate Unemployment Source: Powershares DB US Dollar ETF NAV, Morningstar 4 of 5

5 Composite Annual % Change Y/Y Percent Change ECONOMIC UPDATE GROSS DOMESTIC PRODUCT U.S. INFLATION RATES CPI Core CPI PCE Spending Domestic Investment Exports Government Imports GDP - This information is designed for educational purposes and should not be construed as a recommendation of any investment strategy. Past performance is not a guarantee of future results. All investments carry a certain degree of risk and investors may incur a profit or a loss. Indices are not available for direct investment. Any investor who may attempt to mimic the performance of an index would incur fees and expenses which would reduce returns. The information contained herein has been prepared from sources believed reliable but is not guaranteed by Raymond James & Associates, Inc. (RJA) and is not a complete summary or statement of all available data, nor is it to be construed as an offer to buy or sell any securities referred to herein. All prices and/or yields are indications for informational purposes only. Additional information is available upon request. Prior to transacting in any security, please discuss the suitability, potential returns, and associated risks of the transactions(s) with your Raymond James Financial Advisor. It is important to review the investment objectives, risk tolerance, tax objectives and liquidity needs before choosing an investment style or manager. All investments carry a certain degree of risk and no one particular investment style or manager is suitable for all types of investors. Not FDIC or NCUA Insured No Bank Guarantee May Lose Value 2017 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC 2017 Raymond James Financial Services, Inc., member FINRA/SIPC. Raymond James is a registered trademark of Raymond James Financial, Inc. AMS Expires 2/28/ of 5

MAY 2018 Capital Markets Update

MAY 2018 Capital Markets Update MAY 2018 Market commentary U.S. ECONOMICS The U.S. added 223,000 jobs to payrolls in May, well above the consensus estimate of 180,000 and the expansion average of around 200,000. Sector job gains were

More information

SEPTEMBER 2018 Capital Markets Update

SEPTEMBER 2018 Capital Markets Update SEPTEMBER 2018 Market commentary U.S. ECONOMICS Non-farm payrolls added 134,000 jobs in September, missing the consensus estimate of 185,000. However, net revisions to the two months prior totaled +87,000

More information

MARCH 2018 Capital Markets Update

MARCH 2018 Capital Markets Update MARCH 2018 Market commentary ECONOMIC CLIMATE Hiring slowed from its fast pace last month the U.S. added 103,000 jobs to nonfarm payrolls in March, below the consensus estimate of 185,000. The U-3 unemployment

More information

OCTOBER 2018 Capital Markets Update

OCTOBER 2018 Capital Markets Update OCTOBER 2018 Market commentary U.S. ECONOMICS U.S. real GDP grew at an annualized quarterly rate of 3.5% (3. YoY) in Q3, beating expectations of 3.4%. The economy was supported by the strongest consumer

More information

DECEMBER 2018 Capital Markets Update

DECEMBER 2018 Capital Markets Update DECEMBER 2018 Market commentary U.S. ECONOMICS Nonfarm payrolls jumped by 312,000 in December, well above expectations for a 176,000 increase. The healthcare sector (+50,000) led job creation, while restaurants

More information

MONTHLY MARKET MONITOR (M 3 ) December 2015

MONTHLY MARKET MONITOR (M 3 ) December 2015 MONTHLY MARKET MONITOR (M 3 ) December 2015 January 4th, 2015 THE LATEST MONTHLY MARKET RETURNS FROM THE RICHARDSON GMP TEAM GLOBAL MARKETS AT A GLANCE Americas Level 1mo 3mo 6mo 12mo YTD BRIC Level 1mo

More information

MONTHLY MARKET MONITOR (M 3 ) January 2016

MONTHLY MARKET MONITOR (M 3 ) January 2016 MONTHLY MARKET MONITOR (M 3 ) January 2016 February 1st, 2016 THE LATEST MONTHLY MARKET RETURNS FROM THE RICHARDSON GMP TEAM GLOBAL MARKETS AT A GLANCE Americas Level 1mo 3mo 6mo 12mo YTD BRIC Level 1mo

More information

MONTHLY MARKET MONITOR (M 3 ) December 2014

MONTHLY MARKET MONITOR (M 3 ) December 2014 MONTHLY MARKET MONITOR (M 3 ) December 2014 January 5, 2014 THE LATEST MONTHLY MARKET RETURNS FROM THE RICHARDSON GMP TEAM GLOBAL MARKETS AT A GLANCE Americas Level 1mo 3mo 6mo 12mo YTD BRIC Level 1mo

More information

April Economic Report. Month ending April 30, McGladrey LLP. All Rights Reserved McGladrey LLP. All Rights Reserved.

April Economic Report. Month ending April 30, McGladrey LLP. All Rights Reserved McGladrey LLP. All Rights Reserved. April Economic Report Month ending April 30, 2015 MARKET DASHBOARD Last Price Change % Chg. YTD % Last Price Change % Chg. YTD % S&P 500 2,108.29-19.85-0.94% 1.9% Russell Global EM 3,262.92-30.73-0.93%

More information

Freedom Quarterly Market Commentary // 2Q 2018

Freedom Quarterly Market Commentary // 2Q 2018 ASSET MANAGEMENT SERVICES Freedom Quarterly Market Commentary // 2Q 2018 SECOND QUARTER HIGHLIGHTS U.S. economic growth and earnings lead the world The value of the dollar rises, affecting currency exchange

More information

Week in Markets. FTSE Equity Indices Week MTD Mar 17 Feb 17 QTD YTD. MSCI Equity Indices Week MTD Mar 17 Feb 17 QTD YTD

Week in Markets. FTSE Equity Indices Week MTD Mar 17 Feb 17 QTD YTD. MSCI Equity Indices Week MTD Mar 17 Feb 17 QTD YTD Week ending 7 April, 2017 Page 1 of 8 FTSE Equity Indices Week MTD Mar 17 Feb 17 QTD YTD UK FTSE All Share 0.6 0.6 1.2 3.1 0.6 4.7 23.5 FTSE 0.5 0.5 1.1 3.1 0.5 4.2 24.6 FTSE 250 1.5 1.5 1.4 3.5 1.5 7.0

More information

Week in Markets. FTSE Equity Indices Week MTD Jul 12 Jun 12 QTD YTD. MSCI Equity Indices Week MTD Jul 12 Jun 12 QTD YTD

Week in Markets. FTSE Equity Indices Week MTD Jul 12 Jun 12 QTD YTD. MSCI Equity Indices Week MTD Jul 12 Jun 12 QTD YTD Week ending 24 August, 20 Page 1 of 8 FTSE Equity Indices Week MTD Jul Jun QTD YTD UK FTSE All Share -1.3 3.2 1.3 4.8 4.6 8.0 15.5 FTSE -1.3 3.2 1.2 5.0 4.5 6.8 15.3 FTSE 250-1.4 3.0 2.1 3.8 5.2 15.6 17.5

More information

May Economic Report. Month ending May 31, McGladrey LLP. All Rights Reserved McGladrey LLP. All Rights Reserved.

May Economic Report. Month ending May 31, McGladrey LLP. All Rights Reserved McGladrey LLP. All Rights Reserved. May Economic Report Month ending May 31, 2015 MARKET DASHBOARD Last Price Change % Chg. YTD % Last Price Change % Chg. YTD % S&P 500 2,092.83-14.56-0.69% 1.6% Russell Global EM 3,107.98-46.78-1.48% 4.3%

More information

Asset Strategy Consultants. MARKET ENVIRONMENT Second Quarter 2016

Asset Strategy Consultants. MARKET ENVIRONMENT Second Quarter 2016 MARKET ENVIRONMENT Second Quarter 2016 Market Environment: U.S. Economy The 2nd quarter was reasonably uneventful and markets were relatively placid until June 23rd, when British voters narrowly approved

More information

NOVEMBER 2018 Capital Markets Update

NOVEMBER 2018 Capital Markets Update NOVEMBER 2018 Market commentary U.S. ECONOMICS Non-farm payrolls added 155,000 jobs in November, missing expectations of 198,000, and the unemployment rate held steady at 3.7%. The labor force participation

More information

Market Update: Broad Market Returns and Indicators

Market Update: Broad Market Returns and Indicators Market Update Eckler Ltd. collects information directly from sources believed to be reliable. Eckler Ltd. does not guarantee or warrant the accuracy, timeliness, or completeness of the information either

More information

January Economic Report. Month ending January 31, McGladrey LLP. All Rights Reserved McGladrey LLP. All Rights Reserved.

January Economic Report. Month ending January 31, McGladrey LLP. All Rights Reserved McGladrey LLP. All Rights Reserved. January Economic Report Month ending January 31, 2015 MARKET DASHBOARD Last Price Change % Chg. YTD % Last Price Change % Chg. YTD % S&P 500 2,055.47 67.53 3.38% 0.2% Russell Global EM 3,051.86 55.85 1.86%

More information

Investment Research Team Update

Investment Research Team Update Economic & Market Commentary Market Update February 2015 February was a great month for global stocks! The S&P 500 ( large cap stocks) was up 5.7% and small stocks (Russell 2000) gained 5.9%. The jobs

More information

Benchmark Review September 30, 2017

Benchmark Review September 30, 2017 September 0, 20 0 Std Dev s YTD Year Year Year Year Year Year 206 20 204 20 202 20 200 U.S. Equity Market Indexes S&P 00 2.06 4.48 4.24 8.6 0.8 4.22 6.4.44 0..96.8.69 2.9 6.00 2..06 S&P 00 Equal Weighted

More information

Summit Strategies Group

Summit Strategies Group As of December 3, 203 US Equity: All Cap Russell 3000 Index 2.64 0.0 33.55 33.55 6.24 8.7 6.50 7.88 7.09 Dow Jones US Total Stock Market Index 2.63 0. 33.47 33.47 6.23 8.86 6.68 8.0 6.90 US Equity: Large

More information

Market Update: Broad Market Returns and Indicators

Market Update: Broad Market Returns and Indicators Market Update Eckler Ltd. collects information directly from sources believed to be reliable. Eckler Ltd. does not guarantee or warrant the accuracy, timeliness, or completeness of the information either

More information

MONTHLY MARKET REVIEW April 2018

MONTHLY MARKET REVIEW April 2018 MONTHLY MARKET REVIEW April 218 www.primebuchholz.com 63.433.1143 The decline in risk assets subsided in April and U.S. equity market volatility fell from elevated levels exhibited in recent months. Earnings

More information

Morgan Stanley. March 2016

Morgan Stanley. March 2016 Morgan Stanley Left to right: Gary Velek, John Shadden, Mike Van Dyke, Andrew Mittendorf Monthly Investment Perspectives The Shadden Group at Morgan Stanley March 2016 Enclosed is our latest Monthly Investment

More information

Asset Strategy Consultants. MARKET ENVIRONMENT First Quarter 2017

Asset Strategy Consultants. MARKET ENVIRONMENT First Quarter 2017 MARKET ENVIRONMENT First Quarter 2017 Market Environment: Economy Economies in the U.S. and Europe continued to gain traction. Expectations for lower taxes, reduced regulation, and other pro-growth reforms

More information

APRIL 18, 2019 Market Commentary by Scott J. Brown, Ph.D., Chief Economist

APRIL 18, 2019 Market Commentary by Scott J. Brown, Ph.D., Chief Economist APRIL 18, 2019 Market Commentary by Scott J. Brown, Ph.D., Chief Economist The economic data reports were mixed, but generally consistent with moderate growth in the near term. Retail sales rose 1.6% in

More information

DECEMBER 14, 2018 Market Commentary by Scott J. Brown, Ph.D., Chief Economist

DECEMBER 14, 2018 Market Commentary by Scott J. Brown, Ph.D., Chief Economist DECEMBER 14, 2018 Market Commentary by Scott J. Brown, Ph.D., Chief Economist There was plenty of economic data, but investors remained focused on trade policy and Brexit uncertainty. Intraday volatility

More information

Summit Strategies Group

Summit Strategies Group April 0, 205 US Equity: All Cap Russell 000 Index 0.45 5.9 2.26 2.74 6.86 4. 8.68 8.66 Dow Jones US Total Stock Market Index 0.46 5.9 2.27 2.67 6.78 4.7 8.78 8.8 US Equity: Large Cap Russell 000 Index

More information

DFA Global Equity Portfolio (Class F) Performance Report Q2 2017

DFA Global Equity Portfolio (Class F) Performance Report Q2 2017 DFA Global Equity Portfolio (Class F) Performance Report Q2 2017 This presentation has been prepared by Dimensional Fund Advisors Canada ULC ( DFA Canada ), manager of the Dimensional Funds. This presentation

More information

DFA Global Equity Portfolio (Class F) Performance Report Q3 2018

DFA Global Equity Portfolio (Class F) Performance Report Q3 2018 DFA Global Equity Portfolio (Class F) Performance Report Q3 2018 This presentation has been prepared by Dimensional Fund Advisors Canada ULC ( DFA Canada ), manager of the Dimensional Funds. This presentation

More information

DFA Global Equity Portfolio (Class F) Performance Report Q4 2017

DFA Global Equity Portfolio (Class F) Performance Report Q4 2017 DFA Global Equity Portfolio (Class F) Performance Report Q4 2017 This presentation has been prepared by Dimensional Fund Advisors Canada ULC ( DFA Canada ), manager of the Dimensional Funds. This presentation

More information

DFA Global Equity Portfolio (Class F) Performance Report Q3 2015

DFA Global Equity Portfolio (Class F) Performance Report Q3 2015 DFA Global Equity Portfolio (Class F) Performance Report Q3 2015 This presentation has been prepared by Dimensional Fund Advisors Canada ULC ( DFA Canada ), manager of the Dimensional Funds. This presentation

More information

September Economic Report. Month ending September 30, McGladrey LLP. All Rights Reserved McGladrey LLP. All Rights Reserved.

September Economic Report. Month ending September 30, McGladrey LLP. All Rights Reserved McGladrey LLP. All Rights Reserved. September Economic Report Month ending September 30, 2015 MARKET DASHBOARD 2200 2150 2100 2050 2000 1950 1900 1850 1800 1750 1700 4/6 4/20 5/4 5/18 6/1 6/15 6/29 7/13 7/27 8/10 8/24 9/7 9/21 S&P 500 :

More information

Vantage Investment Partners. Quarterly Market Review

Vantage Investment Partners. Quarterly Market Review Vantage Investment Partners Quarterly Market Review First Quarter 2016 Quarterly Market Review First Quarter 2016 This report features world capital market performance and a timeline of events for the

More information

Market Outlook Considerations Week Beginning April 23, 2018

Market Outlook Considerations Week Beginning April 23, 2018 Market Outlook Considerations Week Beginning April 23, 2018 DISCLAIMER-FOR-EDUCATIONAL-PURPOSES-ONLY Bobby Coats, Ph.D. Professor Economics Department of Agricultural Economics and Agribusiness University

More information

Market Outlook Considerations Week Beginning April 30, 2018

Market Outlook Considerations Week Beginning April 30, 2018 Market Outlook Considerations Week Beginning April 30, 2018 DISCLAIMER-FOR-EDUCATIONAL-PURPOSES-ONLY Bobby Coats, Ph.D. Professor Economics Department of Agricultural Economics and Agribusiness University

More information

Market Outlook Considerations Week Beginning May 14, 2018

Market Outlook Considerations Week Beginning May 14, 2018 Market Outlook Considerations Week Beginning May 14, 2018 DISCLAIMER-FOR-EDUCATIONAL-PURPOSES-ONLY Bobby Coats, Ph.D. Professor Economics Department of Agricultural Economics and Agribusiness University

More information

Asset Strategy Consultants. MARKET ENVIRONMENT Third Quarter 2016

Asset Strategy Consultants. MARKET ENVIRONMENT Third Quarter 2016 MARKET ENVIRONMENT Third Quarter 2016 Market Environment: Economy Investor angst over the unexpected vote on Brexit was short lived with a "risk on" theme returning to the markets in July and leading to

More information

Weekly Market Review. Weekly Market Review. Chart of the Week. Weekly Highlights. Talking Points. October 7, S&P 500 Index - Trailing 90 Days

Weekly Market Review. Weekly Market Review. Chart of the Week. Weekly Highlights. Talking Points. October 7, S&P 500 Index - Trailing 90 Days Weekly Market Review October 7, 2016 Weekly Market Review October 7, 2016 Chart of the Week 2,200 2,180 2,160 2,140 2,120 2,100 2,080 2,060 2,040 2,020 2,000 Jul-16 Aug-16 Sep-16 S&P 500 - Trailing 90

More information

Market Outlook Considerations Week Beginning March 26, 2018

Market Outlook Considerations Week Beginning March 26, 2018 Market Outlook Considerations Week Beginning March 26, 2018 DISCLAIMER-FOR-EDUCATIONAL-PURPOSES-ONLY Bobby Coats, Ph.D. Professor Economics Department of Agricultural Economics and Agribusiness University

More information

Market Outlook Considerations Week Beginning April 2, 2018

Market Outlook Considerations Week Beginning April 2, 2018 Market Outlook Considerations Week Beginning April 2, 2018 DISCLAIMER-FOR-EDUCATIONAL-PURPOSES-ONLY Bobby Coats, Ph.D. Professor Economics Department of Agricultural Economics and Agribusiness University

More information

Q2 Quarterly Market Review Second Quarter 2015

Q2 Quarterly Market Review Second Quarter 2015 Q2 Quarterly Market Review Second Quarter 2015 Quarterly Market Review Second Quarter 2015 This report features world capital market performance and a timeline of events for the past quarter. It begins

More information

Capital Market Outlook Q3 2017

Capital Market Outlook Q3 2017 Economic progress, in capitalist society, means turmoil Josef A. Schumpeter Summary Capital Market Outlook Q 207 We are not sure that the economist and long time Harvard professor envisaged the type of

More information

Freedom Quarterly Market Commentary // 3Q 2017

Freedom Quarterly Market Commentary // 3Q 2017 m ASSET MANAGEMENT SERVICES Freedom Quarterly Market Commentary // 3Q 2017 THIRD QUARTER HIGHLIGHTS DRIVERS Earnings continue to improve worldwide. PERFORMANCE Equity and fixed income markets post positive

More information

Weekly Review. August 16, Weekly Market Review. Chart of the Week. Weekly Highlights. Talking Points. August 16, 2013

Weekly Review. August 16, Weekly Market Review. Chart of the Week. Weekly Highlights. Talking Points. August 16, 2013 Weekly Review Weekly Market Review Chart of the Week Talking Points Among equities, large-caps outperformed small-caps, while growth stocks and value-oriented issues generated similar results. Domestic

More information

Global Market Overview

Global Market Overview First Quarter 219 First Quarter 219: March Madness, or Just an Incredible Rebound? Global Market Overview MSCI All Country World S&P Russell 2 MSCI EAFE MSCI Emerging Markets MSCI ACWI ex USA Small BBgBarc

More information

Morningstar Advisor Workstation

Morningstar Advisor Workstation Morningstar Advisor Workstation Selecting a Benchmark Below outline s the applicable benchmarks to use for each CIFSC categories. These investments can be used to compare investments in Graphs, Portfolios

More information

Quarterly Market Review. First Quarter 2015

Quarterly Market Review. First Quarter 2015 Q1 Quarterly Market Review First Quarter 2015 Quarterly Market Review First Quarter 2015 This report features world capital market performance and a timeline of events for the past quarter. It begins with

More information

December 2014 Economic Outlook. All data as of November 30, 2014 unless otherwise noted.

December 2014 Economic Outlook. All data as of November 30, 2014 unless otherwise noted. December 2014 Economic Outlook All data as of November 30, 2014 unless otherwise noted. -4-2 0 2 4 6 8 10 12 14 16 18 20 22 24 Economic Outlook and Capital Markets Slow growth has characterized the current

More information

APPENDIX ECONOMIC INDICATORS DEVELOPED ECONOMIES

APPENDIX ECONOMIC INDICATORS DEVELOPED ECONOMIES QUARTERLY INVESTMENT STRATEGY Third Quarter 15 19 APPENDIX ECONOMIC INDICATORS DEVELOPED ECONOMIES Purchasing Managers EMERGING ECONOMIES Purchasing Managers US Eurozone Japan Brazil Russia India China

More information

DFA Global Equity Portfolio (Class F) Quarterly Performance Report Q2 2014

DFA Global Equity Portfolio (Class F) Quarterly Performance Report Q2 2014 DFA Global Equity Portfolio (Class F) Quarterly Performance Report Q2 2014 This presentation has been prepared by Dimensional Fund Advisors Canada ULC ( DFA Canada ), manager of the Dimensional Funds.

More information

Market Overview As of 4/30/2018

Market Overview As of 4/30/2018 Asset Class Leadership Periodic Table Worst Best 5.24-26.16-28.92-36.85-37.00-37.34-38.44-38.54-45.53 78.51 58.21 41.45 37.21 34.47 27.45 26.46 20.58 19.69 29.09 27.58 24.50 18.88 16.71 15.51 15.12 15.06

More information

Market Overview As of 11/30/2018

Market Overview As of 11/30/2018 Asset Class Leadership Periodic Table Worst Best 5.24-26.16-28.92-36.85-37.00-37.34-38.44-38.54-45.53 78.51 58.21 41.45 37.21 34.47 27.45 26.46 20.58 19.69 29.09 27.58 24.50 18.88 16.71 15.51 15.12 15.06

More information

1000G 1000G HY

1000G 1000G HY Asset Class Leadership Periodic Table Worst Best 5.24-26.16-28.92-36.85-37.00-37.34-38.44-38.54-45.53 78.51 58.21 41.45 37.21 34.47 27.45 26.46 20.58 19.69 29.09 27.58 24.50 18.88 16.71 15.51 15.12 15.06

More information

April 21, U.S. equities 4 International equities 4 Sector Performance 5

April 21, U.S. equities 4 International equities 4 Sector Performance 5 April 21, 2017 Cross Market Overview 2 Equity Markets U.S. equities 4 International equities 4 Sector Performance 5 Fixed Income Markets U.S. fixed income returns 6 U.S. fixed income spreads 7 U.S equity

More information

Freedom Quarterly Market Commentary // 1Q 2018

Freedom Quarterly Market Commentary // 1Q 2018 ASSET MANAGEMENT SERVICES Freedom Quarterly Market Commentary // 1Q 2018 FIRST QUARTER NOTABLES DRIVERS The return of volatility PERFORMANCE Equity and fixed income markets experience losses, though just

More information

Summit Strategies Group

Summit Strategies Group October, 208 US Equity: All Cap Russell 000 Index -7.6 -.95 2.4 6.60.27 0.8.8.5 Dow Jones US Total Stock Market Index -7.4-4.04 2.9 6.56.24 0.76.75.6 US Equity: Large Cap Russell 000 Index -7.08 -.5 2.67

More information

Economic and Capital Market Update November 2017

Economic and Capital Market Update November 2017 Economic and Capital Market Update November 2017 Oct-69 Oct-73 Oct-77 Oct-81 Oct-85 Oct-89 Oct-93 Oct-97 Oct-01 Oct-05 Oct-09 Oct-13 Oct-17 November 30, 2017 Economic Perspective Economy Global economic

More information

Market Overview As of 1/31/2019

Market Overview As of 1/31/2019 Asset Class Leadership Periodic Table Worst Best 78.51 58.21 41.45 37.21 34.47 27.45 26.46 20.58 19.69 29.09 27.58 2 18.88 16.71 15.51 15.12 15.06 11.15 7.84 7.28 4.98 2.64 2.11 0.39-2.91-5.50-13.71 20.14

More information

Summit Strategies Group

Summit Strategies Group May, 208 US Equity: All Cap Russell 000 Index 2.82.4 2.55 5.06 0.72 2.85 2.6 9.2 Dow Jones US Total Stock Market Index 2.8.5 2.57 5.09 0.68 2.78 2.58 9.27 US Equity: Large Cap Russell 000 Index 2.55 0.57

More information

Summit Strategies Group

Summit Strategies Group June 0, 208 US Equity: All Cap Russell 000 Index 0.65.89.22 4.78.58.29.0 0.2 Dow Jones US Total Stock Market Index 0.66.87.25 4.79.56.22 2.98 0.28 US Equity: Large Cap Russell 000 Index 0.65.57 2.85 4.54.64.7.2

More information

Summit Strategies Group

Summit Strategies Group August, 208 US Equity: All Cap Russell 000 Index.5 7.65 0.9 20.25 5.86 4.25 5.50 0.89 Dow Jones US Total Stock Market Index.48 7.64 0.4 20.26 5.82 4.2 5.45 0.94 US Equity: Large Cap Russell 000 Index.45

More information

Summit Strategies Group

Summit Strategies Group October, 208 US Equity: All Cap Russell 000 Index -7.6 -.95 2.4 6.60.27 0.8.8.5 Dow Jones US Total Stock Market Index -7.4-4.04 2.9 6.56.24 0.76.75.6 US Equity: Large Cap Russell 000 Index -7.08 -.5 2.67

More information

Market Overview As of 10/31/2017

Market Overview As of 10/31/2017 Asset Class Leadership Periodic Table Worst Best 39.42 16.65 11.81 7.05 6.97 5.49 1.87-0.17-9.78 5.24-26.16-28.92-36.85-37.00-37.34-38.44-38.54-45.53 78.51 58.21 41.45 37.21 34.47 27.45 26.46 20.58 19.69

More information

Market Overview As of 8/31/2017

Market Overview As of 8/31/2017 Asset Class Leadership Periodic Table Worst Best 39.42 16.65 11.81 7.05 6.97 5.49 1.87-0.17-9.78 5.24-26.16-28.92-36.85-37.00-37.34-38.44-38.54-45.53 78.51 58.21 41.45 37.21 34.47 27.45 26.46 20.58 19.69

More information

JANUARY 11, 2019 Market Commentary by Scott J. Brown, Ph.D., Chief Economist

JANUARY 11, 2019 Market Commentary by Scott J. Brown, Ph.D., Chief Economist JANUARY 11, 2019 Market Commentary by Scott J. Brown, Ph.D., Chief Economist Fed Chairman Powell continued to signal that monetary policy will remain flexible and that muted inflation readings allow the

More information

Texas Tech University System

Texas Tech University System Texas Tech University System Capital Markets Overview October 2016 Timothy Bruce, Partner Index Performance Summary as of July 29 2016 2009 2010 2011 2012 2013 2014 2015 Q1 Q2 July YTD Barclays US STRIPS

More information

Summit Strategies Group

Summit Strategies Group US Equity: All Cap Russell 000 Index -.69 2.40.9 6.22 0.59 4.7 2.79 9.78 Dow Jones US Total Stock Market Index -.70 2.4.4 6.2 0.55 4.2 2.76 9.8 US Equity: Large Cap Russell 000 Index -.67 2.75.62 6.70

More information

Summit Strategies Group

Summit Strategies Group US Equity: All Cap Russell 000 Index.72 7.7 5.67 26.29 9.92.85.87 7.64 Dow Jones US Total Stock Market Index - - - - - - - - US Equity: Large Cap Russell 000 Index.87 7.95 5.96 25.5 0.9.94.9 7.69 Russell

More information

The curious task of economics is to demonstrate to men how little they really know about what they imagine they can design."

The curious task of economics is to demonstrate to men how little they really know about what they imagine they can design. The curious task of economics is to demonstrate to men how little they really know about what they imagine they can design." -Friedrich August von Hayek 3 Months YTD 1 Year 3 Years 5 Years 10 Years S&P

More information

Investment Challenges & Opportunities in the Current Environment

Investment Challenges & Opportunities in the Current Environment Investment Challenges & Opportunities in the Current Environment John Augustine, CFA Chief Economic & Market Strategist Fifth Third Bank March 213 Fifth Third Bank All Rights Reserved Fifth Third Bank

More information

Freedom Growth Overview // 1Q 2018

Freedom Growth Overview // 1Q 2018 m ASSET MANAGEMENT SERVICES Freedom Growth Overview // 1Q 2018 OBJECTIVE COMMENTARY 1 After a lengthy period of relative stability in the capital markets, the first quarter of 2018 marked the return of

More information

Market Commentary - 2nd Quarter 2017

Market Commentary - 2nd Quarter 2017 3 Months YTD 1 Year 3 Years 5 Years 1 Years As the economy picks up we will need to be gradual when adjusting our policy parameters, so as to ensure that our stimulus accompanies the recovery amid the

More information

January Market Review Groundhog Day

January Market Review Groundhog Day Larry Adam, CFA, CIMA CIO Americas & Chief Investment Strategist January Market Review Groundhog Day January 2016 Highlights of the Month: U.S. 4Q15 GDP Slows to Lowest YoY Growth Since 1Q14; ISM Manufacturing

More information

A recap of last week s top economic news and what s to come.

A recap of last week s top economic news and what s to come. AGF INVESTMENTS September 11, 2017 A recap of last week s top economic news and what s to come. WEEKLY MARKET REVIEW BANK OF CANADA HIKES RATES ONCE AGAIN The Bank of Canada (BoC) held firm on its plans

More information

Freedom Flexible Equity Overview // 1Q 2018

Freedom Flexible Equity Overview // 1Q 2018 ASSET MANAGEMENT SERVICES Freedom Flexible Equity Overview // 1Q 2018 OBJECTIVE COMMENTARY After a lengthy period of relative stability in the capital markets, the first quarter of 2018 marked the return

More information

Monthly Market Review Asia Pacific January 2017

Monthly Market Review Asia Pacific January 2017 Monthly Market Review Asia Pacific January 2017 Global economy: The Federal Reserve raised its policy rate by 25bps, to 0.5%-0.75%, in its December FOMC meeting, as expected. Its updated projection expects

More information

5-yr Investment Grade Corporate CDS Markit (bps) 500

5-yr Investment Grade Corporate CDS Markit (bps) 500 Treasury Yield Curve (percent) 2-yr/1-yr Treasury Spread (bps) % 7. 35 6. 3 25 5. 2 4. 15 3. 2. 1. Treasury Curve 'A' Composite 1 5-5. 1-yr 5-yr 1-yr 3-yr The Treasury yield curve is derived from available

More information

February 26, A recap of last week s top economic news and what s to come

February 26, A recap of last week s top economic news and what s to come A recap of last week s top economic news and what s to come Annual inflation rate slows in Canada Canadian inflation rose 0.7% in January, though the annualized pace slowed to 1.7%, from 1.9% previously,

More information

80% Equity / 2% Fixed Income / 16% Alternative / 2% Allocation Strategy

80% Equity / 2% Fixed Income / 16% Alternative / 2% Allocation Strategy 2018 80% Equity / 2% Fixed Income / 16% Alternative / 2% Allocation Strategy INVESTMENT OBJECTIVE: Designed to provide strong growth potential through strategies with the ability to adjust allocations

More information

June 4, A recap of last week s top economic news and what s to come

June 4, A recap of last week s top economic news and what s to come A recap of last week s top economic news and what s to come Canada responds with tariffs on U.S. goods Previously set exemptions on steel and aluminum tariffs against Canada, Mexico and the European Union

More information

Capital Market Outlook Q4 2017

Capital Market Outlook Q4 2017 It amazes me how people are often more willing to act based on little or no data than to use data that is a challenge to assemble. - Robert Shiller Summary Capital Market Outlook Q4 207 The Yale Nobel

More information

Past performance is not a guarantee of future results. Indices are not available for direct investment. Index performance does not reflect the

Past performance is not a guarantee of future results. Indices are not available for direct investment. Index performance does not reflect the Q1 Past performance is not a guarantee of future results. Indices are not available for direct investment. Index performance does not reflect the expenses associated with the management of an actual portfolio.

More information

Transamerica Tactical Allocation. Monthly Dashboard February 2013

Transamerica Tactical Allocation. Monthly Dashboard February 2013 TRANSAMERICA TACTICAL ALLOCATION Transamerica Tactical Allocation Monthly Dashboard February 2013 Class A: TTAAX Class C: TTACX Class I: TTAIX Indicators Actual Allocations Positioning Expectations Risk

More information

Quarterly Investment Update First Quarter 2017

Quarterly Investment Update First Quarter 2017 Quarterly Investment Update First Quarter 2017 Market Update: A Quarter in Review March 31, 2017 CANADIAN STOCKS INTERNATIONAL STOCKS Large Cap Small Cap Growth Value Large Cap Small Cap Growth Value Emerging

More information

Brexit and Market Implications Special Commentary & Webinar

Brexit and Market Implications Special Commentary & Webinar Brexit and Market Implications Special Commentary & Webinar June 27, 2016 SR# 904360 Today s Speakers Envestnet PMC Zachary Karabell Head of Global Strategy, Envestnet As Head of Global Strategy, Mr. Karabell

More information

Q MARKETS REVIEW

Q MARKETS REVIEW Stock markets around the world continued their ascent during the quarter as investors took solace in continuing corporate earnings growth, fueled by strong global economic growth, and U.S. tax cuts. Overview

More information

A recap of last week s top economic news and what s to come.

A recap of last week s top economic news and what s to come. AGF INVESTMENTS September 5, 2017 A recap of last week s top economic news and what s to come. WEEKLY MARKET REVIEW CANADA REPORTS STRONG GDP GROWTH Canada s economy closed out the second quarter growing

More information

DECEMBER 21, 2018 Market Commentary by Scott J. Brown, Ph.D., Chief Economist

DECEMBER 21, 2018 Market Commentary by Scott J. Brown, Ph.D., Chief Economist DECEMBER 21, 2018 Market Commentary by Scott J. Brown, Ph.D., Chief Economist Financial markets were expecting a dovish rate hike from the Fed an increase in short-term interest rates and an indication

More information

Pioneer Compass A Quarterly Update on the Direction of the Markets

Pioneer Compass A Quarterly Update on the Direction of the Markets Pioneer Compass A Quarterly Update on the Direction of the Markets Q1 2016 / As of April 2016 The views expressed in this presentation are those of Pioneer, and are subject to change at any time. These

More information

January 15, A recap of last week s top economic news and what s to come

January 15, A recap of last week s top economic news and what s to come A recap of last week s top economic news and what s to come U.S. headline inflation slips while core prices rise U.S. inflation moderated to 2.1% year over year after prices rose only 0.1% in December.

More information

Global House View: Market Outlook

Global House View: Market Outlook HSBC GLOBAL ASSET MANAGEMENT September 29 Global House View: Market Outlook Contents 1688/HSB1395a Market performance Macro-economic Picture Market Views: high level asset allocation Market Views: Equity

More information

CAPITAL MARKETS REVIEW REVIEWING THE QUARTER ENDED SEPTEMBER 30, 2017

CAPITAL MARKETS REVIEW REVIEWING THE QUARTER ENDED SEPTEMBER 30, 2017 CAPITAL MARKETS REVIEW REVIEWING THE QUARTER ENDED SEPTEMBER 30, 2017 1 Table of Contents Economic Review 3-9 Capital Markets 10-21 Quarterly Themes 22-23 Gross Domestic Product Employment Inflation Housing

More information

INVESTMENT MARKET UPDATE UBC FACULTY PENSION PLAN

INVESTMENT MARKET UPDATE UBC FACULTY PENSION PLAN INVESTMENT MARKET UPDATE UBC FACULTY PENSION PLAN MIKE LESLIE, FACULTY PENSION PLAN NEIL WATSON, LEITH WHEELER FEBRUARY 12, 2014 Presenters Mike Leslie Executive Director, Investments Faculty Pension Plan

More information

April 16, A recap of last week s top economic news and what s to come

April 16, A recap of last week s top economic news and what s to come A recap of last week s top economic news and what s to come U.S. inflation inches higher U.S. inflation fell 0.1% in March as gasoline prices declined 4.9%. On an annualized basis, however, inflation rose

More information

JANUARY 25, 2019 Market Commentary by Scott J. Brown, Ph.D., Chief Economist

JANUARY 25, 2019 Market Commentary by Scott J. Brown, Ph.D., Chief Economist JANUARY 25, 2019 Market Commentary by Scott J. Brown, Ph.D., Chief Economist Investor sentiment continued to bounce between fear and hope. The week began with continued concerns about the global economy

More information

THE MONTHLY RESEARCH CONFERENCE CALL HOUSING: RISKS & OPPORTUNITIES IN A DECLINING RATE ENVIRONMENT

THE MONTHLY RESEARCH CONFERENCE CALL HOUSING: RISKS & OPPORTUNITIES IN A DECLINING RATE ENVIRONMENT THE MONTHLY RESEARCH CONFERENCE CALL HOUSING: RISKS & OPPORTUNITIES IN A DECLINING RATE ENVIRONMENT MODERATORS Jim Kelleher, CFA Director of Research John M. Eade Argus President Chris Graja, CFA Senior

More information

Short exposure to US equities, used as a risk hedge. Exposure to commodities

Short exposure to US equities, used as a risk hedge. Exposure to commodities Portfolio performance The Fund is designed to serve as a Third Pillar strategy, aiming to provide a diversified return stream versus traditional stock/bond-centric approaches. In seeking a long-term real

More information

NOVEMBER 30, 2018 Market Commentary by Scott J. Brown, Ph.D., Chief Economist

NOVEMBER 30, 2018 Market Commentary by Scott J. Brown, Ph.D., Chief Economist NOVEMBER 30, 2018 Market Commentary by Scott J. Brown, Ph.D., Chief Economist Fed Chairman Powell s comments to the Economic Club of New York were misinterpreted, but that s OK. Most likely, the stock

More information

HSBC World Selection Funds*

HSBC World Selection Funds* Important information: The Fund may invest in equities, and other asset classes, and may invest in other funds to achieve its investment objectives. The Fund is subject to the risk of investing in emerging

More information

Seizing Opportunities in 2011 and Beyond

Seizing Opportunities in 2011 and Beyond Seizing Opportunities in 2011 and Beyond Why We re Here Today Markets displayed lower volatility in 2010. But serious questions remain: Are interest rates headed higher? Where can investors find yield?

More information