Market Commentary

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…

Quarterly Market Review: Third Quarter 2017

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UPAL’s Q32017 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. This market commentary report also illustrates the impact of globally diversified portfolios and features a quarterly topic.   View the full report below. Market Review 3rd Quarter 2017 (231 kB)