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In Q1 2023, global stocks surged by 7.4%, buoyed by a resilient consumer and stabilizing interest rates, while U.S. small cap stocks faced challenges. Gold
Global stocks closed the quarter up 9.9% while U.S. intermediate-term bonds were up 1.9%; balanced portfolios returned 6.7%
Global stocks closed the quarter down -6.7% while U.S taxable bonds were -4.8% weaker; balanced portfolios returned -5.9%
Global stocks closed the quarter down 15.5% while U.S taxable bonds were -4.7% weaker; balanced portfolios returned -11.3%
The first quarter of 2022 tested global markets as inflation continued to accelerate and growth slowed. While U.S. stocks and bonds declined simultaneously, energy emerged
Discover the top-performing sectors and assets of Q4 2021 in our latest market review. The quarter saw global stocks reaching all-time highs, with U.S. REITs
Despite a generally weak quarter for risk assets, commodities were the top performers with energy commodities up 21% for the quarter and 75% for the
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