QMR – 2025 Q1
After five straight quarters of positive returns, US stocks reversed course a bit in the first quarter, falling 4.8%. However, score one for a globally diversified portfolio as international developed equities gained 5.8% and emerging markets equities returned 2.9% in the first quarter. US fixed income also cushioned some of the blow from falling US […]
QMR – 2024 Q4
US stocks logged positive returns through all four quarters, though the fourth quarter return was the year’s weakest at 2.4%. For the full year, US stocks led the way among all major asset classes with a total return of 25%. International stocks faced the headwind of a strong dollar in the fourth quarter, leading to […]
QMR – 2024 Q3
US stocks continued their strong performance in the third quarter, with the S&P 500 logging a 5.9% return, pushing the year-to-date return to a very strong 22.1%. International stocks posted a bounce back from a negative second quarter with a 7.9% third quarter return, bringing the year-to-date return to 11.5%. Emerging Markets finished the third […]
QMR – 2024 Q2
US stocks continued their strong performance. The S&P 500 rose 4.3% for the period and 15.3% year-to-date, with growth continuing to outperform value sectors. International stocks had a positive quarter, rising 1.2%, with a year-to-date return of 6%. Emerging Markets surprised with a notable 5.1% gain for the quarter. Fixed Income remained uneventful as short-term […]
QMR – 2024 Q1
US stocks started the year on a positive note with the S&P 500 up 10.6% and US small/mid cap stocks up 5.2%. International stocks continue to underperform domestic markets. International developed increased 4.8% while emerging markets posted a 2.4% gain. Alternative asset classes experienced mixed results with reinsurance and corporate lending up 4% and 2.9%, […]
QMR – 2023 Q4
All major markets had a strong fourth quarter and finished positive for the year. Inflation continues to approach the 2% Federal Reserve target with the last reading at 3.1%. The Federal Reserve did not increase rates and is anticipated to begin cutting rates in 2024. To access the Quarterly Market Review for Q4 of […]
QMR – 2023 Q3
The stock market underperformed in Q3, while bonds experienced mixed results based on maturity. Inflation continues to trend downward, decreasing from the 9.1% year-over-year peak last June to 3.7% year-over-year in August of this year. The Federal Reserve did not increase rates during the September Fed meeting and signaled rates may stay higher for longer […]
QMR – 2023 Q2
In Q2, the stock market was positive, while the bond market provided mixed results. Inflation is trending downward as it has reduced from a high of 8.9% in June of last year to 4.1% in May of this year. The Federal Reserve did not increase rates during the June Fed meeting. However, they signaled additional […]
QMR – 2023 Q1
Equity and fixed income asset classes produced positive returns for the quarter. At a high level, inflation has reduced from 8.9% (year over year) last June to 6.0% (year over year) in February of this year. After a year of rate tightening the Federal Reserve signaled during the March meeting that rate increases are coming […]
QMR – 2022 Q4
Equity and fixed income asset classes produced positive returns for the quarter. Inflation peaked in June at 9.1% (year-over-year) but slowed to 7.1% in November. Federal Reserve finished the year increasing rates twice in Q4, resulting in a total of seven rate hikes, totaling 4.25% in 2022. To access the Quarterly Market Review for […]
