Category: Market Commentary

This report features world capital market performance for the last year. 2021 Annual Market Review (407 kB)

This report features world capital market performance for the last year.   2020 Annual Market Review (273 kB)

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.   Quarterly Market Review Q4 2020 (627 kB)

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.   Quarterly Market Review (QMR) – Q3 2020 (530 kB)

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. This quarter’s topic is “Long-Term Investors, Don’t Let a Recession Faze You”. View the full report below. Quarterly Market Review (QMR) – Q2 2020 (464 kB)

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.  This quarter’s topic is “The Coronavirus and Market Declines”. View the full report below. Quarterly Market Review (QMR) – Q1 2020 (443 kB)

This report features world capital market performance for the last year. View the full report below. 2019 Annual Market Review (312 kB)

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 2019 (423 kB)

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 2019 (460 kB)

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)