Market Facts & Numbers
1. Returns for 10 year time horizon:
- Global Equities: 3.9% total return (due to shrinking margins and P/E compression; dividend growth is primary source of equity growth)
- US Equities: 1.9% (2% large cap, 1.1% small cap)
- UK Equities: 7.3%
- Asia ex Japan: 7.4%
- Emerging Markets: 8.3%
2. S&P 500 P/E as of eoy 2017 was 22 (16 historical)
3. Emerging Markets P/E as of eoy 2017 was 15.4
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08/02/2018
There seems to be fewer and fewer quiet times for equity markets. Without going on a nostalgic bent, let’s just say that July used to be one of
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06/28/2018
US equities had a positive quarter that represented almost all of the gains for the year. Volatility has increased in both directions and we are
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04/02/2018
It was a down quarter / year-to-date for almost every asset class. For US equities, only growth stocks held on to their gains with large growth up
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03/22/2018
- Since 1950 there have been 59 different 10 year periods (rolling periods). The S&P 500 has produced a positive total return
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03/15/2018
3/15/2018 The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.2 percent in February on a seasonally adjusted basis after rising 0
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03/07/2018
1. Returns for 10 year time horizon:
- Global Equities: 3.9% total return (due to
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02/26/2018
For at least the second January in a row, we can report a strong market, strong economy and good prospects for the new year. Unlike last January,
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01/02/2018
The second longest bull market in American history continues. In a couple months we will mark the 9th anniversary of the low point for
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12/19/2017
The US market seems to be excited about corporate tax cuts and is charging ahead. Interestingly, value stocks kept up with growth over the past
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11/02/2017
US economic growth recorded its second straight quarter of 3% GDP growth, earnings are beating estimates, interest rates and inflation are low. It
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10/04/2017
It was a great three months for equity markets. International stocks continue to shine. Emerging markets increased 7% for the quarter and are up
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09/05/2017
The US economy is still strong. Jobs are growing, unemployment is very low partially due to the historically low labor participation rate,
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08/02/2017
US sectors Financials, Healthcare and Technology continue to drive the returns for US growth stocks. Consumer stocks and energy stocks are lagging
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06/05/2017
US growth equities continue to rise for the year. US value equities are barely breaking even. The growth equities are up mid-single digits for the
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05/02/2017
Two groups have done well this year: mega caps (like members of the Dow Jones Industrial Average) and lower profitability growth companies (per
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03/07/2017
Looking back it’s been a good couple of months and quarter (Dec – Feb). US growth equities are beating their value
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02/03/2017
The consistent performance of US small cap equities and to a lesser extent value stocks (all sizes) has aligned the returns for the quarter and
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01/03/2017
The year and the quarter come to a close and if you look at the one year returns it looks very orderly but we know it wasn’t. All the US equity
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12/08/2016
GDP for the third quarter was revised up from 2.9% to 3.2%. Unemployment is below 5%. Initial jobless claims have been below 300,000 for the
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12/08/2016
Portfolios allocated across several asset classes held on to their year to date gains and in all but the most conservative case have exceeded the
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10/05/2016
Value investing continues to lead the way for US equities. Large cap growth is the laggard so far this year and this may be the first year in
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10/05/2016
August was hot outside but the equity markets were only lukewarm. The reversion to longer term performance averages continues which means value
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08/01/2016
If you could avoid the daily news and market fluctuations, it was a good quarter. It was good even if you did follow the news. It just may not
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06/23/2016
Value equities especially US continue to outperform growth equities. Large value is up 6.8% year-to-date vs. -2% for Large growth. Small value
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05/23/2016
Consumer Price Index – April
The consumer price index for April (released May 17th) showed a .4% increase in
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05/02/2016
US value equities have now consistently outperformed their growth brethren this
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04/05/2016
If emerging markets could speak, they might be saying, “I told you so.” MSCI Emerging Markets Index has been at the bottom or next to the bottom
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03/17/2016
Wednesday, March 16th was a big day for macroeconomic news. The Consumer Price Index (CPI) also called the headline inflation rate was
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03/07/2016
US value stocks have continued to outperform their growth counterparts this year but it is masked by the fact that all US equity asset classes are
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02/01/2016
January was a wild month in the equity and bond markets. There are many wild predictions being thrown around both optimistic and pessimistic.
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01/22/2016As we write this, the S&P 500 is climbing again. Its price is within a couple points of an all-time high set on February 28,01/04/2016
2015 In Summary
As we scan the four pages of year-end 2015 index returns that Morningstar generates, we see one US
12/02/2015Following a mid-month decline, U.S. equities rallied to end November in the black, as both the Dow Jones Industrial Average® and the S
11/05/201511/02/2015U.S.
10/05/2015The US equity market has started the recovery process from the correction which began
09/14/2015FYI, 3rd quarter estimated tax payments must be postmarked by tomorrow, 09/15/2015.
09/01/2015Last week’s market volatility offered investors
06/01/2015On a rolling
03/06/2015Stocks are again near record highs after a dismal January, echoing 2014. The U.S. economy remains in growth mode despite a decline in the
02/04/2015January 2015 is now in the books. Let’s reflect on the beginning of the year. For portfolios, it was bad for equity prices and good, not great,
01/13/2015The foundation of personal finance is saving. Specifically, we mean the establishment of an emergency fund. In order to guarantee that this key
08/20/2014Inflation is not dead!
But it isn’t grabbing headlines, either. The Bureau of Labor Statistics of the Department of Labor released the
07/30/2014I had a professor at the University of Georgia who taught business law. We learned enough to be dangerous and know that we needed a lawyer to
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