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 […]
QMR – 2022 Q3
Equity and fixed income asset classes were negative for the quarter. Annual inflation ending July 2022 was 8.5%, slightly down from 8.6% in June. Federal Reserve increased rates by 0.75% in June, and 0.75% in September resulting in 3% in rate increases for the year. To access the Quarterly Market Review for Q3 of […]
QMR – 2022 Q2
Equity and fixed income asset classes were negative for the quarter. Alternative investments provided a positive earnings boost. Annual inflation ending May 2022 was 8.6%, led by increased energy prices and consumer spending. Federal Reserve increased rates by 0.75% in June and is expected to make additional increases in 2022. To access the Quarterly […]
QMR – 2022 Q1
All equity and fixed income asset classes were negative for the quarter. Alternatives generally provided a positive earnings boost. Annual inflation ending February 2022 was 7.9%, led by increased energy prices. Federal Reserve increased rates by 0.25% and is expected to make six additional 0.25% increases in 2022. To access the Quarterly Market Review […]
QMR – 2021 Q4
All equity classes were positive for the quarter with global REITs posting the strongest returns with +12%. Annual inflation ending November 2021 has accelerated to 6.8%. A majority of this increased inflation is expected to be transitory. Federal Reserve is expected to start raising rates in 2022 and into 2023. To access the Quarterly […]
QMR – 2021 Q3
Most asset classes were roughly flat for the quarter, expect for a decline in Emerging Markets of -8%. Going into Q4 2021, real GDP has recovered to the output levels seen in Q4 of 2019 (pre-pandemic). Now on track to recover to the 20-year GDP growth rate that precluded the pandemic, it is anticipated to […]
QMR – 2021 Q2
Equity & fixed income asset classes produced positive returns with equities continuing to surge. US small value companies continue to provide the strongest return of 138% from the March 2020 low. Fed reaffirms accommodative policy and pushes tapering timeline to 2022. COVID-19 vaccine distribution and re-opening provide strong GDP jump. To access the Quarterly […]
QMR – 2021 Q1
Equities continued to rally for the fourth straight quarter, with US Small returning +95% over the past 12 months US Small stock were the strongest equity performer YTD, with the overall US market slightly outperforming international Value companies outperformed YTD, while lagging in the previous 12 months The Federal Reserve reinforced their plan to fully […]
QMR – 2020 Q4
Equities continued to rally in the fourth quarter, resulting in positive returns for the year US Small stock were the strongest equity performer QTD, with the overall US market slightly trailing international Value companies outperformed QTD, while lagging in 2020 returns overall The Federal Reserve reinforced their plan to fully support this economy by keeping […]
QMR – 2020 Q3
Equities and fixed income asset classes are positive for the quarter. Emerging Markets was the strongest equity performer QTD, with US slightly trailing. Growth company valuations compared to Value remain at an all-time high. Federal Reserve will keep rates near zero until maximum unemployment is reached and inflation goals are consistently met. To access […]
