2015 4th Quarter Market Review

The Rise of Short-Term Rates

While many market participants were waiting for the “inevitable” rise in short-term interest rates  expected when the Federal Reserve tightened its monetary policy, some investors may have missed the increase in short-term rates already underway …

2015 3rd Quarter Market Review

Should Investors Sell After a “Correction”?

Stock prices in markets around the world fluctuated dramatically for the week ended August 27. On Monday, August 24, the Dow Jones Industrial Average fell 1,089 points—a larger loss than the “Flash Crash” in …

2015 2nd Quarter Market Review

Looking at broad market indices, emerging markets outperformed both the US and the developed ex US markets in US dollars during the quarter. REITs recorded the lowest performance in developed markets, including the US.

The value effect was positive in …

2015 1st Quarter Market Review

Looking at broad market indices, developed markets outside the US outperformed both the US and emerging markets during the quarter. US REITs outperformed US broad equity market indices. Growth indices outperformed value indices across all size ranges in the US …

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