Investment Review – October 2019

October 11, 2019 Investment Review
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For the month of September, the Dow gained 2%, the S&P advanced 1.7% and the Nasdaq added 0.5%. For the quarter, the Dow and the S&P 500 both rose 1.2%, but the Nasdaq fell 0.1%. Mid-sized companies had a very strong month with a 3.1% increase. Broad based European indices performed slightly better than US, with a […]

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Investment Review – September 2019

September 19, 2019 Investment Review
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The major U.S. stock indexes declined in August. The Dow Jones Industrial Average fell by 1.7 percent, the S&P 500 was down 1.8 percent and the Nasdaq Composite finished the month down 2.6 percent. Treasury yields accelerated their three-month decline as uncertainty caused investors to seek safe havens. The 10-year Treasury yield fell to 1.5 percent, […]

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Investment Review – August 2019

August 22, 2019 Investment Review
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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 […]

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Investment Review – July 2019

July 11, 2019 Investment Review
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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%. […]

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Investment Review – June 2019

June 25, 2019 Investment Review
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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 […]

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Investment Review – May 2019

May 22, 2019 Investment Review
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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 […]

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Investment Review – April 2019

April 23, 2019 Investment Review
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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 […]

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Investment Review – March 2019

March 22, 2019 Investment Review
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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 […]

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Investment Review – February 2019

February 19, 2019 Investment Review
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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 […]

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Investment Review – January 2019

January 18, 2019 Investment Review
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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 […]

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