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Monthly Market Commentary

March 2018

Trade discussion and fall out concerns in March

MONTHLY MARKET COMMENTARY

Trade discussion and fall out concerns in March

March headlines centered around trade policy. Large capitalization companies were negatively impacted; smaller companies performed well.

  • April 09, 2018

February 2018

Equity markets in February took investors on a roller-coaster ride

MONTHLY MARKET COMMENTARY

Equity markets in February took investors on a roller-coaster ride

The Dow fell more than 12 percent, followed by a rally and another dip to close out February 1,600 points down from January’s record high.

  • March 12, 2018

January 2018

Shutdown, market surge and euro increase mark January

MONTHLY MARKET COMMENTARY

Shutdown, market surge and euro increase mark January

January sees brief U.S. government shutdown as euro hits three-year high on the heels of tighter monetary policy.

  • February 12, 2018

December 2017

Tax reform and other economic highlights close out 2017

MONTHLY MARKET COMMENTARY

Tax reform and other economic highlights close out 2017

December marked the passage of the Tax Cuts and Jobs Act. Learn about other economic highlights in this month’s commentary.

  • January 08, 2018

November 2017

November marks U.S. tax reform movement and global economic shifts

MONTHLY MARKET COMMENTARY

November marks U.S. tax reform movement and global economic shifts

This month marked a variety of domestic and global economic policy reform efforts and shifts. Learn more in this month’s commentary.

  • December 11, 2017

October 2017

Solid economic activity continues, new Fed chair announced

MONTHLY MARKET COMMENTARY

Solid economic activity continues, new Fed chair announced

October saw solid economic activity and labor market strength. President Trump also announced plans to appoint a new Federal Reserve chair.

  • November 13, 2017

September 2017

Dow marks eight consecutive quarters in positive territory

MONTHLY MARKET COMMENTARY

Dow marks eight consecutive quarters in positive territory

The Dow Jones continued its streak this quarter marking eight consecutive quarters in positive territory, the longest streak in two decades.

  • October 09, 2017

August 2017

Economic fallout from Hurricane Harvey closes out August

MONTHLY MARKET COMMENTARY

Economic fallout from Hurricane Harvey closes out August

Hurricane Harvey’s disruption in the Gulf of Mexico negatively impacted master limited partnership performance in August.

  • September 11, 2017

July 2017

July experiences gains in fixed income markets

MONTHLY MARKET COMMENTARY

July experiences gains in fixed income markets

Fixed income markets made gains during the month of July with high yield outpacing investment grade bonds domestically.

  • August 14, 2017

June 2017

Emerging markets returns buoyed by China and Mexico

MONTHLY MARKET COMMENTARY

Emerging markets returns buoyed by China and Mexico

Emerging markets returns were buoyed by China and Mexico in June. Domestically, the financial and health care sectors led all others.

  • July 10, 2017

May 2017

Global equities gained with international markets outpacing domestic

MONTHLY MARKET COMMENTARY

Global equities gained with international markets outpacing domestic

Global equities gained with international markets outpacing domestic markets. Across styles, growth outperformed value.

  • June 12, 2017

April 2017

Fixed income markets extend gains in April

MONTHLY MARKET COMMENTARY

Fixed income markets extend gains in April

Fixed income markets extended year-to-date gains during April. Both international and domestic markets performed well.

  • May 15, 2017

March 2017

Investors continue to focus on policy and central bank action

MONTHLY MARKET COMMENTARY

Investors continue to focus on policy and central bank action

Domestic and developed international fixed income saw little changed as investors continued to focus on policy and central bank action.

  • April 10, 2017

FEBRUARY 2017

Fixed income, equities and real assets reporting for February

MONTHLY MARKET COMMENTARY

Fixed income, equities and real assets reporting for February

Despite the headwind of a stronger dollar, emerging markets debt was still the best performing fixed income asset class.

  • March 13, 2017

JANUARY 2017

Investors weigh shifting policy, interest rates and foreign exchange

MONTHLY MARKET COMMENTARY

Investors weigh shifting policy, interest rates and foreign exchange

Policy expectations, shifting interest rates and foreign exchange movements will all be important factors going forward.

  • February 13, 2017

DECEMBER 2016

December closes out mixed quarter for U.S. and international markets

MONTHLY MARKET COMMENTARY

December closes out mixed quarter for U.S. and international markets

Returns for the quarter were largely driven by the U.S. presidential election results as markets continued to digest policy implications.

  • January 16, 2017

NOVEMBER 2016

Markets experience highs and lows throughout November

MONTHLY MARKET COMMENTARY

Markets experience highs and lows throughout November

Domestic equity indices finished sharply higher for the month while international developed and emerging markets declined.

  • December 12, 2016

OCTOBER 2016

Markets increasingly volatile through October

MONTHLY MARKET COMMENTARY

Markets increasingly volatile through October

Domestic and global markets were increasingly volatile in October with uncertainty related to the U.S. presidential election.

  • November 14, 2016

SEPTEMBER 2016

Focus continues on global central bank policy and interest rates

INSIGHT ARTICLE

Focus continues on global central bank policy and interest rates

Commodity and real estate sectors see mixed returns through the quarter as focus continues on global central bank policy and interest rates.

  • October 17, 2016

August 2016

Central banks remained in focus as leaders met in Jackson Hole

MONTHLY MARKET COMMENTARY

Central banks remained in focus as leaders met in Jackson Hole

Leaders from around the globe met in Jackson Hole, Wyo., to discuss economic and monetary policy in a widely followed event.

  • September 12, 2016

JULY 2016

Markets rally throughout the month

MONTHLY MARKET COMMENTARY

Markets rally throughout the month

Domestic and international equity indices posted strong returns notwithstanding heightened volatility.

  • August 15, 2016

JUNE 2016

June report reflects on second quarter highlights

MONTHLY MARKET COMMENTARY

June report reflects on second quarter highlights

The United Kingdom’s exit from the European Union dominated headlines throughout the last part of the quarter.

  • July 18, 2016

MAY 2016

Economic uncertainties and rate discussions

MONTHLY MARKET COMMENTARY

Economic uncertainties and rate discussions

May brings conflicting economic indicators, global growth uncertainty and ambiguity surrounding possible rate hikes.

  • June 13, 2016

APRIL 2016

Mixed indices for April

MONTHLY MARKET COMMENTARY

Mixed indices for April

Check out our new format. Domestic equity indices finished the month mixed, while international developed markets ended higher.

  • May 16, 2016

MARCH 2016

Federal Open Market Committee maintains dovish stance

MONTHLY MARKET COMMENTARY

Federal Open Market Committee maintains dovish stance

March brought strong returns for global stocks as the Federal Open Market Committee scaled back its expectations for rate increases.

  • Dan Avery
  • |
  • April 11, 2016

FEBRUARY 2016

Britain considers a Brexit

MONTHLY MARKET COMMENTARY

Britain considers a Brexit

Britain contemplates whether the country should exit the European Union.

  • Dan Avery
  • |
  • March 07, 2016

January 2016

The four themes driving the markets

MONTHLY MARKET COMMENTARY

The four themes driving the markets

The financial markets kicked off 2016 with a loud thud. Learn about the four themes driving this.

  • Eric Stein, CFA
  • |
  • February 08, 2016

December 2015

Fed pulls the trigger on interest rates

MONTHLY MARKET COMMENTARY

Fed pulls the trigger on interest rates

As was widely expected, the Federal Open Market Committee voted to raise the federal funds rate during meetings in December.

November 2015

Holiday season cheer

MONTHLY MARKET COMMENTARY

Holiday season cheer

Consumer spending trends, geopolitical risks, a looming rate hike and more on the minds of investors this month.

October 2015

What a difference a month can make

MONTHLY MARKET COMMENTARY

What a difference a month can make

October brought a great start to the fourth quarter in most asset classes.

September 2015

Employment looking for more traction

MONTHLY MARKET COMMENTARY

Employment looking for more traction

With slack remaining in the labor markets and continued slow economic growth, investors should expect additional rate increases to occur gradually.

August 2015

Sea of red

MONTHLY MARKET COMMENTARY

Sea of red

Slowing economic growth in China was a main driver behind the severe downturn experienced in global markets in August.

July 2015

Emerging markets hit hard

MONTHLY MARKET COMMENTARY

Emerging markets hit hard

Movement in emerging markets reflected slowdown concerns in global growth, leading to negative returns in emerging market equities and debt.

June 2015

Greece votes down austerity and aid

Greece votes down austerity and aid

Despite Greece’s debt crisis, reaction from the capital markets has been muted.

  • Dan Avery

May 2015

The ghost of the “taper tantrum”

The ghost of the “taper tantrum”

Domestic equity markets were the lone bright spot during the month.

  • Eric Stein, CFA

April 2015

Are we there yet?

Are we there yet?

Capital markets were mixed in April.

  • Dan Avery

March 2015

Global equity markets pause

Global equity markets pause

Capital markets produced mixed results in March as investors contemplated global economics and geopolitical concerns.

  • Dan Avery

February 2015

Global equity markets back on track

Global equity markets back on track

Optimism with respect to the U.S. economy has helped drive equity returns.

  • Dan Avery

January 2015

It’s all about the central banks

Central banks across the globe continued to make headlines as global economies maintained their diverging paths.

  • Eric Stein, CFA

December 2014

The U.S. dollar and investment performance

The dollar increased more than 9 percent relative to other currencies, reaching its highest value since 2005.

  • Dan Avery

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