Investment Insights

Monthly Markets Memo - July 2016

World Money Small.jpgby Dan Zalipski

Markets Perspective

The U.S. Market, as measured by the S&P 500 index, added 0.26% in June to bring its year-to-date returns up to 3.84%.  The developed international markets were much more volatile as they reacted to the U.K. referendum to leave the European Union, dragging their year-to-date returns further into negative territory. 

Monthly Markets Memo - June 2016

World Money Small.jpgby Dan Zalipski 

Markets Perspective

The old adage of ‘sell in May and go away’ did not quite play out last month.  The markets continued to grind higher throughout the month.   U.S. Indices added to their positive year-to-date returns, while Developed International Indices slipped into negative territory. 

Monthly Markets Memo - May 2016

World Money Small.jpgby Dan Zalipski

Markets Perspective

April was a relatively tame month compared to the wild ups and downs (or downs and ups) of the first quarter.  The developed European markets, although negative on the year, led the way in April with returns between 2-3%.   Trailing Europe on the month was the U.S. with a small but positive return just shy of 0.40%, adding to their positive year-to-date performance.  The emerging markets posted a slight loss but still remain positive on the year. 

Monthly Markets Memo - April 2016

World Money Small.jpgby Dan Zalipski 

Markets Perspective

The rebound that began in the middle of February continued to March forward.  The move higher was broad and many U.S. indices crossed in to positive territory for 2016.  Lagging behind are the international developed markets who, despite a strong March, remain negative year-to-date.  The emerging markets are a notable exception, as they benefited from the stabilizing commodity markets and the U.S. central bank actions.  The move in emerging markets was not broad though and primarily benefited those countries closely tied to production of commodities, such as oil.  In the bond market, credit spreads continued to improve as fears of a U.S. recession slipped out of the spotlight.

Monthly Markets Memo - March 2016

World Money Small.jpgby Dan Zalipski

Markets Perspective

February was a wild ride as the volatility from January continued through February.  Starting on February 12th, almost in unison though, equity markets, credit markets, and the price of oil all began to trend higher to rally through the end of the month.  The last three weeks have seen many major global indexes trim losses from their year-to-date lows.  Oil prices have rebounded from their year-to-date lows as well, increasing nearly 40% in the past three weeks.  Credit spreads, while still elevated, have also begun to retrace their steps signaling that perhaps conditions are not as dire as the markets once perceived.   

Monthly Markets Memo - February 2016

World Money Small.jpg

Markets Perspective

The large sell off in January has unfortunately continued into the first part of February. Investors, showing concerns that the global economy is slowing significantly, have sold shares across most of the equity markets. Many of the stock indexes are now down over 20% and many individual stocks are down 40% or more from the highs that were mostly made last year. At the time of this writing, the S&P 500 which has held up better than most is down about 13% from the peak last May.

Monthly Markets Memo - January 2016

World Money Small.jpg

Markets Perspective

Unfortunately the lack of progress in the markets in December is an accurate reflection for 2015 given that many equity and bond markets produced negative returns for the year. However, the volatility that has greeted us in 2016 has allowed little time for yearend reflection.

Monthly Markets Memo - December 2015

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Markets Perspective

November showed mixed results in the equity and bond markets which reflected the mixed data from our global economy. So far in December we’ve seen some volatility in the markets as concerns about the high yield credit markets have surfaced. 

Monthly Markets Memo - November 2015

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Our thoughts and prayers go to the families affected by the terrorist attacks and for the people of France. It is always difficult to understand how some have such a lack of regard for human life. However, it is at times like these that we are grateful for the many good people who will stay enlisted in the effort to make our world safer.

Monthly Markets Memo - October 2015

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Equity Markets Perspective

Our perspective includes both bad news and good news.  The bad news is that the Developed and Emerging equity markets continued to drop through the month of September which resulted in the worst quarter of equity performance since 2011. The good news is that through October 16th, many of these same markets have climbed over 4% from their September lows. The pullback that occurred in the 3rd quarter was mainly prompted by a slowing global economy.

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