Each quarter, we summarize market conditions and trends in our Quarterly Market Review. The review provides detailed information about global capital markets, including a timeline of events over the previous quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the U.S. and international markets.     Read More

State of the Markets The first quarter of 2021 was generally filled with positive news – vaccine rollouts, improving numbers related to COVID-19, another round of federal stimulus, and an overall trend of the economy heading back toward normal. The markets see the future as good, but the projection of a strong economy affects stocks and bonds differently: State of the stock market (as conveyed by a young, optimistic investment banker): Vaccines and herd immunity will get COVID-19... Read More

Each quarter, we summarize market conditions and trends in our Quarterly Market Review. The review provides detailed information about global capital markets, including a timeline of events over the previous quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the U.S. and international markets.     Read More

State of the Markets In the final quarter of 2020, markets continued to process economic, health, and political information through a very optimistic lens, resulting in strong returns across all asset classes for the quarter and relatively good numbers for the year.  As of December 31, the global stock market (MSCI ACWI IMI) was up 15.7% for the quarter, resulting in a YTD return of 16.3%. The U.S. stock market (Russell 3000) had a positive performance of 14.7% for the quarter,... Read More