Investment Review – August 2019

August 22, 2019 Investment Review
Stack of coins

The major U.S. stock indexes improved in July. The Dow Jones Industrial Average increased by 1.0%, the S&P 500 was up 1.3% and the Nasdaq Composite advanced 2.1%. Continuing the trend since the beginning of 2018, the U.S. Dollar Index strengthened by 2.5% in July. The Index is used to measure the value of the U.S. dollar […]

Read More

Investment Review – July 2019

July 11, 2019 Investment Review
Stack of coins

U.S. stocks rallied in June as bulls adopted the view that the Fed was moving towards a more accommodative stance on interest rate policy. Investors also found bargains in individual stocks created by May’s trade war-related sell-off. For the month, the S&P 500 gained 6.9%, the Nasdaq rose 7.4%, and the Dow picked up 7.2%. […]

Read More

Investment Review – June 2019

June 25, 2019 Investment Review
Stack of coins

U.S. stock indices fell in May, and have now fallen for six consecutive weeks, the longest losing streak since 2011. The Dow Jones Industrial Average lost 6.7%, the S&P 500 was down 6.6%, and the Nasdaq Composite lost 5.4%. International equity markets were also lower. The MSCI Europe Australia Far East Index (EAFE) lost 5.3% and […]

Read More

Investment Review – May 2019

May 22, 2019 Investment Review
Stack of coins

The major U.S. equity indices all posted gains in April. The Nasdaq Composite increased 4.7%, the S&P 500 added 3.9%, and the Dow Jones Industrial Average rose 2.6%. Following a sell-off in December 2018, the market has regained all-time highs after a strong start to the year. S&P 500 earnings for the first quarter have […]

Read More

Investment Review – April 2019

April 23, 2019 Investment Review
Stack of coins

The major U.S. equity indices all posted gains in March. The Nasdaq Composite increased 2.6%, the S&P 500 added 1.8%, and the Dow Jones Industrial Average rose 0.1%. Coupled with the strong returns in the first two months of 2019, the S&P 500 posted its best first quarter performance since 1998. S&P 500 earnings growth ended 2018 […]

Read More

Investment Review – March 2019

March 22, 2019 Investment Review
Stack of coins

All three major U.S. stock indices continued their upward trend in February. The S&P 500 gained 2.9%, the Dow Jones Industrials gained 3.4%, and the Nasdaq Composite gained 3.7%. Non-U.S. stocks also rose. The MSCI EAFE Index rose 3% and the MSCI Emerging Markets index rose 1%. Treasury note yields rose slightly and across maturities in February maintaining […]

Read More

Investment Review – February 2019

February 19, 2019 Investment Review
Stack of coins

The S&P 500 surged 8% in January, ending 14.0% higher than the low reached on December 24. The dovish guidance from Fed Chairman Jerome Powell was a primary factor underpinning the market’s advance. The strong U.S. dollar remains a headwind for corporate revenues. On a trade-weighted basis, the greenback surged just shy of 8% in 2018. MPs in […]

Read More

Investment Review – January 2019

January 18, 2019 Investment Review
Stack of coins

The month of December saw declines across U.S. stocks with the S&P 500 -9.0%, -8.5% for the Dow Jones Industrial Average, and -9.4% on the Nasdaq. Equities saw the largest annual decline during the bull market of the past decade, posting a -4.4% total return on the S&P 500 in 2018, while closing the year […]

Read More

Investment Review – December 2018

December 12, 2018 Investment Review
Stack of coins

The stock market treated us to another volatile month in November. Indices squeaked to a positive close thanks to a rally in the last week. In November, the Dow Jones Industrial Average rose 1.7%, the S&P 500 gained 1.8% and the Nasdaq Composite rose .3%. Stocks are up this year through November month-end, although indices remain well off […]

Read More

Investment Review – November 2018

November 14, 2018 Investment Review
Stack of coins

Equities experienced a rapid and volatile correction in October. The Dow Jones Industrial Average dropped -5.1% and the S&P 500 declined -6.9%. The Nasdaq lost -9.2%, as the technology sector became a focal point of the selling during the month. While the indices rebounded from their worst levels at month’s end, they have given back much […]

Read More