News & Insights

Market Review – Q3 2017

by Financial Alternatives on 10/13/2017

  • Emerging markets outperformed developed markets, including the US, during the quarter.
  • In US dollar terms, developed markets outperformed US equity indices but underperformed emerging markets indices during the quarter.
  • The Bloomberg Commodity Index Total Return gained 2.52% during the third quarter.
  • Interest rates increased slightly across the US fixed income market for the quarter, but total returns still remained positive for most investment grade indices.

posted in InvestingNewsletters

Market Review – Q2 2017

by Financial Alternatives on 7/13/2017

  • The broad US equity market posted positive returns for the quarter but underperformed both non-US developed and emerging markets.
  • In US dollar terms, developed markets outperformed the US equity market and had similar performance to emerging markets indices during the quarter.
  • The Bloomberg Commodity Index Total Return declined 3.00% during the second quarter.
  • Non-US real estate investment trusts outperformed US REITs.

posted in InvestingNewsletters

Investing Newsletter – Jul 2017

by Financial Alternatives on 7/13/2017

  • Investors continued to earn positive returns in the first half of the year.
  • Nobody knows when the next bear market will occur, but we know that stock markets have had their ups and downs and they always will.
  • Bear markets, which are corrections of 20% or more, cannot be distinguished beforehand from normal 5%-10% corrections which occur on a regular basis.
  • Trying to sell before a bear market usually causes investors to miss the next market up turn because most market drops turn out to be just normal 5%-10% corrections.
  • Accept that bear markets occur on a regular basis and avoid panic selling your stock positions during the downturn.
  • Maintain ample conservative investments in your overall portfolio.
  • Try to ignore the day to day financial news which is often sensationalized to keep your attention.

posted in InvestingNewsletters

Market Review – Q1 2017

by Financial Alternatives on 7/13/2017

  • Looking at broad market indices, emerging markets outperformed both US and non-US developed markets during the quarter.
  • Real estate investment trusts (REITs) lagged their equity market counterparts.
  • In US dollar terms, emerging markets indices outperformed both the US and developed markets outside the US.

posted in InvestingNewsletters

Market Review – Q4 2016

by Financial Alternatives on 2/7/2017

Newsletter-Cover-Image-QMR2016Q4 (00083159xAE0F3)

  • Looking at broad market indices, the US outperformed both non-US developed and emerging markets during the quarter.
  • US and non-US real estate investment trusts (REITs) recorded negative returns and lagged the US and non-US equity markets.
  • Small caps outperformed large caps in the US and developed markets outside the US.

posted in InvestingNewsletters

Investing Newsletter – Jan 2017

by Financial Alternatives on 2/7/2017

Newsletter-Cover-Image-Jan2017 (00083160xAE0F3)

  • Stocks and bonds were volatile in 2016, but overall it was a decent year for patient investors. Intermediate-term bonds performed in line with shorter term bonds in three of four rising interest rate environments – so no changes are planned in these assets.
  • First Trust Deeds continue to provide a high interest yield and should perform well in an increasing rate environment.
  • New all-time highs in equity markets have historically not been useful predictors of future returns.
  • It is impossible to time the market consistently and profitably.
  • Ensure you are comfortable with the risk in your portfolio so you don’t panic and sell your investments during a severe market downturn.

posted in InvestingNewsletters

Market Review – Q3 2016

by Financial Alternatives on 10/12/2016

Index Performance

  • Looking at broad market indices, emerging markets outperformed all other equity markets during the quarter.
  • The US equity market lagged developed markets outside the US.
  • The Bloomberg Commodity Index Total Return posted a -3.86% return during the quarter.
  • US real estate investment trusts (REITs) recorded negative absolute returns and lagged the US equity market.

posted in InvestingNewsletters

Market Review – Q2 2016

by Financial Alternatives on 7/22/2016

  • Looking at broad market indices, the US outperformed developed markets outside the US and emerging markets.
  • US REITs had very strong positive returns for the quarter, outperforming the broad equity market.
  • Commodities were broadly positive during the quarter. The Bloomberg Commodity Index Total Return gained 12.78%.

posted in InvestingNewsletters

Investing Newsletter – Jul 2016

by Financial Alternatives on 7/14/2016

  • Despite a historic US stock price drop at the start of the year and the recent Brexit vote, most asset classes showed positive returns for the first half of 2016
  • In volatile markets, it’s important to remind yourself of what you really own when you own a diversified collection of stocks as part of your portfolio.
  • Ideally, a client of ours will have underlying stock ownership in 5,500 – 11,500 companies from all over the world.
  • These companies have millions of employees that work diligently day after day and year after year in an effort to increase the earnings of their companies.
  • In aggregate, these companies make a profit and part of this is paid out to shareholders in the form of dividends.
  • Ignoring the often sensationalist day to day financial news and focusing on the progress mankind continues to make can help you maintain a positive long term focus.

posted in InvestingNewsletters

Market Review – Q1 2016

by Financial Alternatives on 4/14/2016

  • Looking at broad market indices, emerging markets outperformed developed markets, including the US.
  • Global REITs recorded the highest returns.
  • Commodities were mixed during the first quarter. The Bloomberg Commodity Index Total Return gained 0.42%. Precious metals led the index with gold returning 16.40% and silver returning 11.87%.

posted in InvestingNewsletters

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Posts are general in nature and do not constitute the rendering of legal, investment, accounting or other professional advice.