By: Harris Financial Advisors | On: January 22, 2018 | Category: Quarterly Report |

By the Numbers – 2017 4th Quarter Report

The global capital markets delivered strong results in 2017.  Global stocks registered their second best year in the ten calendar years since 2008.  Commodities notched their fourth best year and real estate its fifth best year over the same period.  While US and world bonds have had multiple solid years over the decade, positive results in 2017 were a noteworthy triumph as interest rate headwinds continued to build.

By: Harris Financial Advisors | On: October 18, 2017 | Category: Quarterly Report | Tags: Quarterly Report

By the Numbers – 2017 3rd Quarter Report

Despite a flurry of unnerving headlines during the quarter, the volatility of global stocks remains at historic lows. Major indices in the U.S., Europe and Asia have managed to avoid a retreat of 5% or more so far in 2017. Typically, 5% pullbacks occur once per quarter with 10% corrections at least annually, and 20% drops once per market cycle for most developed stock markets.

By the Numbers: 2017 2nd Quarter Report

Emerging market stocks registered another strong quarter returning 6.3% for the period. International developed stocks and US stocks also rose, returning 5.6% and 3.0% respectively. Global real estate increased 2.0%, while U.S bonds returned 1.7% and global bonds returned 0.4%. Commodities declined for the second quarter in a row falling 3.0% for the period. With the first half of 2017 in the books, six of the seven major asset classes are in positive territory.

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).