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So far Park-Elm has created 181 blog entries.

U.S. Performance Dashboard – June 2023

By | July 3rd, 2023|Markets|

  • Concerns around economic fundamentals and uncertainty around the Fed’s future rate trajectory did not deter U.S. equities from posting gains across the board in the second quarter, with the S&P 500® completing its best first half since 2019, up 17% YTD. Led by mega-cap strength, the S&P 500 Top 50 was up 13% in Q2, outpacing smaller caps, which have recently made a comeback in June.
  • In a sign of strong risk-on sentiment, Growth and High Beta led the pack for our factor-based indices, while Low Volatility and High Yield Dividend strategies lagged.
  • Information Technology led among sectors with an impressive gain of 17% in Q2, while Utilities was the laggard.
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U.S. Performance Dashboard – May 2023

By | June 1st, 2023|Markets|

  • Uncertainty reigned across U.S. markets in May. Grappling with persistent inflation, investors struggled to anticipate the Fed’s rate hike trajectory and the outcome of the federal debt ceiling debates. Amidst these concerns, strong earnings in a handful of sectors helped buoy equities yet worries over a May 31 House of Representatives vote on the debt ceiling deal ultimately weighed heavily on markets.
  • Fueled by the strength of mega-caps, the S&P 500® posted a gain of 0.4% in May, outpacing smaller caps, with the S&P MidCap 400® down 3.2% and the S&P SmallCap 600® down 1.8%.
  • Information Technology and Communication Services were the best-performing sectors for the month, both up 9.5% and 6.2%, respectively, while Energy showed the largest decline, falling 10.0%. High Beta and Low Growth led among factors.
May 2023
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U.S. Performance Dashboard – April 2023

By | May 1st, 2023|General, Markets, Quarterly Market Review|

  • Lingering concerns around inflation, coupled with recession jitters stemming from continued turmoil within the banking space, led to uncertainty over the Fed’s future rate hike trajectory. Despite the ambiguity, better than expected Big Tech corporate earnings managed to sustain the U.S. market in April.
  • Boosted by the strength of mega caps, the S&P 500® posted a gain of 2% in April, outpacing smaller caps, with the S&P MidCap 400® down 1% and the S&P SmallCap 600® down 3%.
  • A return to defense meant that Communication Services and Consumer Staples were the best-performing sectors for the month, both up 4%. Momentum and Low Volatility led among factors, while High Beta was the laggard.
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U.S. Performance Dashboard – March 2023

By | April 3rd, 2023|Markets, Quarterly Market Review|

  • Accompanied by shock waves from the demise of Silicon Valley Bank, Signature Bank and Credit Suisse, the first quarter was characterized by turbulent swings in inflation and rate hike expectations.
  • Despite the surrounding chaos, the market managed to rebound in March. Boosted by Information Technology, the S&P 500® posted a gain of 7.5% in Q1, outpacing smaller caps, with the S&P MidCap 400® up 4% and the S&P SmallCap 600® up 3%.
  • A flight to quality sentiment meant that Information Technology and Communication Services were the best-performing sectors for the quarter, up 22% and 21%, respectively. Financials was, unsurprisingly, the sectoral laggard. High Beta and Growth led among factors, while defensive strategies lagged.
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U.S. Performance Dashboard – February 2023

By | March 1st, 2023|General, Markets|

  • Market jitters returned in February, characterized by concerns over inflation and its impact on rates. In a reversal of January’s rosy performance, the S&P 500® finished down 2%. Smaller caps performed slightly better, with the S&P SmallCap 600® down 1%..
  • Fears of rising rates spread overseas, with the S&P Developed Ex-U.S. BMI and the S&P Emerging BMI underperforming the U.S. and finishing with losses of 3% and 6%, respectively.
  • Information Technology was the only S&P 500 sector to post a gain, with Energy in the rear. All reported U.S. equity factors posted losses
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U.S. Performance Dashboard – January 2023

By | February 1st, 2023|Markets|

  • After a rollercoaster 2022 and despite mixed earnings results, January was a rosy start to the new year, characterized by better-than-expected GDP growth, a slowing pace of inflation and expectations of reduced rate hikes by the Fed, with the S&P 500® up 6%, posting its best January performance since 2019. Smaller caps performed relatively better, with the S&P MidCap 400® and S&P SmallCap 600® both up 9%.
  • International equities outperformed the U.S., boosted by a weakening U.S. dollar and China’s reopening, leading the S&P Developed Ex-U.S. BMI and the S&P Emerging BMI to gains of 8% and 7%, respectively.
  • In a sharp reversal from last year, most S&P 500 sectors posted gains, with Consumer Discretionary in the lead. High Beta led among reported U.S. equity factors, while Low Volatility and Momentum lagged.           dashboard-us-2023-01
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U.S. Performance Dashboard – November 2022

By | December 1st, 2022|General, Markets|

  • A rally on the last trading day of November capped off a month of relief for the market in the form of easing inflation and optimism surrounding a potential slowing pace of U.S. rate hikes. The S&P 500® posted its second consecutive month of gains, with a total return of 6%. The S&P MidCap 400® and S&P SmallCap 600® were up 6% and 4%, respectively.
  • All S&P 500 sectors finished higher with Materials in the lead and every reported U.S. equity factor index also rose, led by High Beta.
  • Performance among commodities was mixed, with gains in Industrial and Precious Metals and declines among Livestock, Agriculture, and particularly Energy.
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U.S. Performance Dashboard – October 2022

By | November 1st, 2022|General, Markets|

  • Shrugging off disappointing “Big Tech” earnings and still-elevated inflation, hopes for a slowing pace of U.S. rate hikes helped the S&P 500® to its best month since July, with a total return of 8%.
  • Outside the tech titans, earnings figures have been relatively encouraging and smaller companies have been riding the positive sentiment to double-digit gains. The S&P MidCap 400® and S&P SmallCap 600® were up 11% and 12%, respectively.
  • Every S&P 500 sector finished higher with Energy in the lead and every reported U.S. equity factor index also rose, led by Value and Momentum.
October Dashboard
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U.S. Performance Dashboard – August 2022

By | September 1st, 2022|General, Markets|

  • U.S. equities began August continuing in rebound mode but reversed course to end the month in negative territory after a hawkish Fed and recession fears weighed on investors. The S&P 500® posted a loss of 4%, while the S&P MidCap 400® and S&P SmallCap 600® performed similarly with 3% and 4% declines.
  • All factor indices posted losses, with High Beta and Growth in the rear.
  • Most sectors posted losses; Energy and Utilities were the exceptions.

 

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U.S. Performance Dashboard – July 2022

By | August 1st, 2022|General, Markets|

  • After a tumultuous first half of the year, U.S. equities staged a stellar comeback in July, driven by Big Tech outperformance and anticipation of a potential slowing in the pace of future rate hikes by the Fed. The S&P 500® posted a gain of 9%, while the S&P MidCap 400® and S&P SmallCap 600® performed relatively better.
  • All factor indices posted gains, with High Beta and Growth in the lead.
  • All sectors posted gains, with Consumer Discretionary and Info Tech in the lead.

 

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