Investment Insights

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.

Monthly Markets Memo - September 2015

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Markets Perspective

In August, equity market volatility spiked to levels not seen since the financial crisis of 2008. The major equity indexes dropped between 6 to 9% for the month as uncertainty grew over the slowing global economy and concern that the U.S. central bank would begin raising interest rates. In the U.S., the S&P 500 fell more than 12% through August 25th from its May peak  which is its first drop of more than 10% since 2011. 

Monthly Markets Memo - August 2015

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Equity Markets Perspective

July was an interesting month, to say the least, as developed equity markets produced positive returns while the emerging markets equities dropped significantly. The month began with global macroeconomic concerns including the ongoing debt crisis in Greece but eventually the markets became calm once the Greek government showed that it would back down from its earlier resistance to creditors’ demands. Most developed equity markets then appeared to respond to corporate earnings that were generally better than expected.  The emerging markets however, moved significantly in the other direction reacting to concerns in the Chinese economy and markets.

Monthly Markets Memo - July 2015

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Equity Markets Perspective

The global equity investor fared well for the first half of the year but recent developments have caused the markets to become more volatile. Initially, markets became unsettled due to the news that came out of Europe when Greece demanded a change in debt structure with its creditors.  We then watched as the local Chinese equity markets took a tumble, dropping over a third of its market value from June 12th to July 8th.  As I am writing this, the urgency around Greece’s debt issue has been addressed though it doesn’t appear that this will be a long term solution.  

Monthly Markets Memo - June 2015

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Equity Markets Perspective

The S&P 500 index has moved forward a little over 3% while the international markets have fared better with many international markets moving up over 5% so far for the year. We think this may be just the beginning of international markets outperforming the U.S. markets for the next few years.

Monthly Markets Memo - May 2015

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Equity Markets Perspective

The international markets led the equity markets for the month of April. The pickup in the European economy along with word that Chinese monetary policy is becoming more aggressive seemingly convinced investors that even better times are ahead in these economies and markets. Here in the U.S. some mixed economic numbers resulted in the large capitalization companies advancing slightly while the small companies declined. 
 

Monthly Markets Memo - April 2015

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Global Equity Markets Perspective

We have had some interesting swings in the markets for the first part of the year due to some ‘mixed’ news regarding the direction of the global economy. Even with the increased volatility many equity markets were up in the first quarter with international markets leading the way. While the S&P 500 made a small gain it trailed many other equity market indexes due to the impact of the strengthening U.S. dollar and earnings declines in the energy sector.

Monthly Markets Memo - March 2015

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Global Markets Perspective

It was truly a case of ‘have’ and ‘have not’s when it came to the equity markets for 2014. The S&P 500 index gained over 13%, but many other global indexes lost money for the year. Most areas of the bond market performed well including the U.S. investment grade

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