Market Commentary

ANNUAL MARKET REVIEW 2021

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

ANNUAL MARKET REVIEW 2020

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

QUARTERLY MARKET REVIEW: 4TH QUARTER 2020

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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.   Quarterly Market Review Q4 2020 (627 kB)

QUARTERLY MARKET REVIEW: 3RD QUARTER 2020

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

QUARTERLY MARKET REVIEW: 2ND QUARTER 2020

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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. 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)

QUARTERLY MARKET REVIEW: 1ST QUARTER 2020

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

ANNUAL MARKET REVIEW 2019

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

QUARTERLY MARKET REVIEW: 4TH 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 – Q4 2019 (423 kB)

QUARTERLY MARKET REVIEW: 3RD 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 – Q3 2019 (460 kB)

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)