Quarterly Market Review – Q2 2023

By | July 13th, 2023|Markets, Quarterly Market Review|

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. ” Let the Compounding Commence!”


Click HERE to download this quarter’s breakdown!

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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