Archived Quarterly Market Reviews

QMR – 2015 Q4

Transition from Haberling Financial Group to HFG Trust
Discussion of turbulence in 2015
Intended economic growth not seen, despite low rates
HFG portfolio strategy last year and going

QMR – 2015 Q3

Rebound and recovery of US equity markets
Value vs. Growth investing
Valuations create interest in Emerging Markets

QMR – 2015 Q2

Discussion of risk
Averages don’t communicate the entire story
Valuation determines future return
Valuations are at the top deciles of highs

QMR – 2015 Q1

CFA Society’s Annual Event
New brand of Quantitative Easing implemented by European Union
HFG’s response to unusual market behavior

QMR – 2014 Q4

2014 was the 6th straight year of gains for the S&P 500 (13.69%)
Since 1928 there have only been three other occurrences of six or more

QMR – 2014 Q3

S&P 500 and Dow Jones Industrial up 1.13% and 0.51%, respectively for the quarter
10 Year Treasury Yield decreased in the 3Q from 2.58 to 2.52
Bond

QMR – 2014 Q2

S&P 500 and DJIA up 5% and 3%, respectively for the quarter
10 Year Treasury Yield declines in 2Q from 2.73% to 2.53%
Barclays US Aggregate Index

QMR – 2014 Q1

Overview of Historical Bubbles
Significant amount of IPO activity
Slight increase in stock and bond prices for the first quarter
New Leadership of the Fed Reserve

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