The Oarsman Outlook – October 2014

Most categories of financial investments produced flat to slightly negative returns during the July-September period. Blue-chip U.S. stocks managed to eke out a barely-positive three-month return, while small-company stocks and most overseas equity markets declined by...

The Oarsman Outlook – July 2014

After an early-year pause, most categories of financial investments provided solid returns during the April-June quarter. Blue-chip U.S. stocks recorded a three-month return of around 5%; gains in overseas markets varied, but on average were about in-line with those...

The Oarsman Outlook: April 2014

On the heels of a surprisingly strong 2013, most categories of financial investments produced subdued but still positive returns in the first three months of the New Year.  Blue-chip U.S. stocks gained around a percentage point, although many overseas markets saw...

The Oarsman Outlook: January 2014

The final three months of 2013 saw further robust gains from developed-market stocks, but lackluster performance by bonds and many non-core asset categories trimmed balanced-portfolio returns.  Domestic large-company stocks posted three-month returns of around +10%. ...