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Quarterly Market Reviews

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 […]

QMR – 2020 Q2

Global equities rebound across the board, providing the best quarterly return since 1998. U.S. market continues to outperform International, while International and Emerging Market valuations continue to present attractive buys. Compared to Value, Growth company valuations are at an all-time high. Federal Reserve continues to reaffirm its willingness to provide all support necessary to foster […]

QMR – 2020 Q1

Global Equity prices fall across the board as Real Estate headlines the decline. The Federal Reserve continues to decrease rates as the aggregate bond market rewards investors for diversifying. Small and Value premiums take a beating, year-to-date. International and Emerging Market valuations continue to present buying opportunities as US creeps closer to historical norms. To […]

QMR – 2019 Q4

The 4th quarter of 2019 was the exact opposite of the prior year, where markets were declining aggressively as we tried to enjoy the holiday season. The 4th quarter returns for most asset classes in 2019 were equivalent to a year’s worth of historical annual returns. Examine Exhibit I to see the returns for 2019. […]

QMR – 2019 Q3

Global markets experienced mixed results through September, with US stocks continuing to rise slowly while International and Emerging Markets have regressed -0.93% and -4.25% respectively. As interest rates decline, Domestic and International Fixed Income produce mildly pleasing returns, increasing by approximately 2%. The winning asset class, hands down, goes to Global Real Estate as they […]

QMR – 2019 Q2

Global markets, with the exception of Emerging Markets, had another solid quarter. US interest rates continued to decline, pushing US bond returns up 24% for the quarter. The health of the US economy and global trade remain the two primary considerations for investors as they assess market opportunity [responsive-flipbook id=”qmr-2019_q2_(48)”]