Q3 Update: U.S. Assets Surge as Rate Cuts Fuel Growth
Markets wrapped up Q3 on a strong note, with September delivering gains across global stocks and bonds. U.S. assets led the charge, outperforming their developed-market peers thanks to resilient consumer spending and continued strength in technology. The Fed reignited its rate-cut cycle on September 17, fueling a rally in U.S. equities. The S&P 500 hit […]
Market Review Slides – 3rd Quarter 2025
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 concludes with a quarterly topic. To read more, click here.
2nd Quarter Update: Resilience, Recovery, & Opportunities Ahead
Global markets had a strong second quarter, bouncing back from early losses to finish in solidly positive territory. U.S. bonds also rallied in June, helping deliver a gain for the quarter. Looking forward, we see both risk and opportunity in the investment markets. Long-term, we are bullish on stocks across the globe. Our enthusiasm for […]
Market Review Slides – 2nd Quarter 2025
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 concludes with a quarterly topic. To read more, click here.
Weathering the Dip: How Diversification Delivered in Q1
U.S. stocks as measured by the S&P 500 Index experienced a sharp decline in March, posting their worst quarterly performance since 2022 with a drop of 4.3%. In contrast, international equities performed well in the first quarter with developed markets gaining 6.2% – including strong returns from Spain (+17%) and Germany (+16%) – while emerging […]
Market Review Slides – 1st Quarter 2025
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 concludes with a quarterly topic. To read more, click here.
Quarterly Review & Outlook: Insights on Taxes, Tariffs, & Market Trends
The stock market was once again led by a strong performance from large U.S. stocks while small U.S. stocks and international stocks saw single-digit gains. The valuations continue to widen between these asset classes. The 10-Year U.S. Treasury bond yield closed the year on an upswing to 4.6%. Two Fed-fund rate cuts are expected in […]
Market Review Slides – 4th Quarter 2024
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 concludes with a quarterly topic. To read more, click here.
Quarterly Update & Investment Review
U.S. stocks advanced for the fifth straight month and rose to several record highs in September, leading to another quarterly gain. Non-U.S. stocks also posted upbeat monthly and quarterly returns. Meanwhile, U.S. bonds rallied in September and for the quarter. Stocks across markets, styles, and market capitalizations Fixed-Income Returns Amid expectations for the Fed to […]
Market Review Slides – 3rd Quarter 2024
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 concludes with a quarterly topic. To read more, click here.