Menu

Monthly Market Commentary

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