By the Numbers: 2017 1st Quarter Report

Equities led the way with Emerging Markets stocks returning 11.5%, International Developed stocks returning 6.8% and U.S. stocks returning 5.7% for the period. U.S bonds, global bonds and real estate reversed their retreat from last quarter and commodities registered the only negative return for the quarter.

By the Numbers – 2016 4th Quarter Report

Every year has its fair share of surprises. Many are welcome, some are not, and most don’t make sense without days, months, or even years of hindsight. We are pleased to report that 2016 was a good year for the capital markets, particularly in light of its five biggest surprises (to be detailed in our downloadable pdf report below).

By the Numbers – 2016 3rd Quarter Report

Reflecting back on 3rd quarter asset class performance, disappointments were few and far between. Stocks provided solid returns across the globe, as domestic and global bonds inched forward. Real estate’s climb paused and commodities retraced earlier gains. Investors welcomed the mostly upward trend as last quarter ended with volatility surrounding Brexit.