Market Commentary

QUARTERLY MARKET REVIEW: 2ND QUARTER 2019

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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. View the full report below. Quarterly Market Review Q2 2019 (448 kB)

QUARTERLY MARKET REVIEW: 1ST QUARTER 2019

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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. View the full report below. Quarterly Market Review Q1 2019 (414 kB)

Annual Market Review 2018

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This report features world capital market performance for the last year. View the full report below. Annual Market Review 2018 (97 kB)

Quarterly Market Review: 4th Quarter 2018

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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. View the full report below. Quarterly Market Review Q4 2018 (422 kB)

Quarterly Market Review: 3rd Quarter 2018

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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. View the full report below. Quarterly Market Review Q3 2018 (254 kB)

Quarterly Market Review: 2nd Quarter 2018

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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. View the full report below. Quarterly Market Review Q2 2018 (393 kB)

Quarterly Market Review: First Quarter 2018

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This report features world capital market performance and a timeline of events for the last 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. View full report below. Quarterly Market Review Q1 2018 (468 kB)

2017 Annual Market Review

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This annual market review report features world capital market performance for 2017. View the full report below. 2017 Annual Market Review (157 kB)

Quarterly Market Review: Fourth Quarter 2017

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UPAL’s Q42017 market review report features capital market performance and a timeline of events from the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. This report also illustrates the impact of globally diversified portfolios and features a quarterly topic. View the full report below. Market Review 4th Quarter 2017 (153 kB)

Holiday Wrap Up: A Look Back at 2017 Thus Far

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December 18, 2017 The year in brief. Investors have had much to celebrate in 2017. Halfway through November, the S&P 500 had gained more than 15% since the start of the year; the Dow Jones Industrial Average was up more than 18% year-to-date; the Nasdaq Composite, more than 25%. The Dow topped 20,000 for the first time in 2017, and the S&P made history by reaching 2,500. Many foreign equity benchmarks also rallied strongly. Prices of key commodity futures such as copper, oil, silver, and gold rebounded from 2016. The…