Major Asset Classes October 2022 Performance Comparison Introduction October returns benefited from a relief rally and expectations the pace of Fed rate increases might be  slowing.  For example, the S&P 500 index achieved a new low for the year at 3505, but then went on to post monthly gains close […]

Major Asset Classes September 2022 Performance Comparison Introduction September returns across the major asset classes were negative.  For example, the S&P 500 index achieved a new low for the year and three consecutive quarterly losses.  Returns in developed and emerging stock markets were also negative.  Both sectors fared even worse […]

Major Asset Classes August 2022 Performance Comparison Introduction August returns have been finalized and confirm the end of the summer rally.  Losses were evident across all major asset classes.  For example, US equity indexes were down and fared better than developing market indices, but trailed the performance of emerging market […]

Major Asset Classes July 2022 Performance Comparison Introduction July returns for the S&P 500 index were positive for the second month this year.  In fact, we saw the best returns seen since April 2020.  Gains were evident across all major asset classes, though results varied by index.  For example, US […]