U.S. Performance Dashboard – October 2023

Despite strong economic growth, the market malaise continued, as mixed earnings results, surging Treasury yields, geopolitical tensions, as well as uncertainty surrounding the Fed’s future rate trajectory spooked U.S. equities, with the S&P 500® down 2% in October. Continued concerns around an impending recession were detrimental to the more domestically oriented S&P MidCap 400® and S&P SmallCap 600®, down 5% and 6%, respectively, underperforming their large-cap counterpart. Utilities was the sole sector to post a gain in [...]

November 1st, 2023|

U.S. Performance Dashboard – September 2023

As 10-year Treasury yields rose to a 15-year high, the U.S. market rally fizzled, with the S&P 500® down 3% in Q3. Pessimism amid renewed inflation concerns coupled with worries about the Fed's hawkish guidance saw the more domestically oriented S&P SmallCap 600® underperform, down 5%. Energy maintained its spot at the top of the leaderboard and was the sole sector to post a double-digit gain, propelled by rising oil prices.

October 5th, 2023|

U.S. Performance Dashboard – August 2023

Despite a strong recovery in the latter part of the month, the U.S. market rally took a breather in August, with the S&P 500® down 2%, as inflation concerns coupled with uncertainty around the future trajectory of rate hikes reared their head again. Smaller caps performed even worse, with the S&P SmallCap 600® down 4%. Energy maintained its spot at the top of the leaderboard and was the sole sector to post a gain. Momentum led among [...]

September 5th, 2023|

U.S. Performance Dashboard – July 2023

Powered by optimism surrounding softening inflation alongside strong earnings from Big Tech, the U.S. market rally gained steam in July, with the S&P 500® up 3%. The breadth of the market continued to widen as a result of small-cap momentum, with the S&P SmallCap 600 outperforming the S&P 500® Top 50 by 2%. All of our reported factor indices posted gains, led by Enhanced Value, up 6%. High Beta continued to trounce Low Volatility, a sign [...]

August 2nd, 2023|

Quarterly Market Review – Q2 2023

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!

July 13th, 2023|

U.S. Performance Dashboard – June 2023

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 [...]

July 3rd, 2023|