Quarterly Market Review – Q3 2020
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. Click HERE to download this quarter’s breakdown!
What History Tells Us About US Presidential Elections and the Market
It’s natural for investors to seek a connection between who wins the White House and which way stocks will go. But a look at history underscores that shareholders are investing in companies, not a political party.
How Much Impact Does the President Have on Stocks?
Click HERE to download this interactive exhibit that examines market and economic data for nearly 100 years of US presidential terms.
U.S. Equity Performance Dashboard – July 2020
In spite of weak macroeconomic data and fears of a resurgence of COVID-19, U.S. equities continued their rally in July, aided by Fed stimulus and strong earnings results The S&P 500® gained by 6%, while the S&P MidCap 400® and the S&P SmallCap 600® gained by 5% and 4%, respectively. The total return for the S&P 500 is now modestly positive year to date. Volatility declined, with the VIX® closing the month at 24.46. International markets also gained, with [...]