Oarsman Outlook: April 2018

Following two years of remarkably steady gains, most major investment categories faltered during the first three months of 2018.  Large-cap U.S. stock benchmarks fell 1% to 2%; small-caps were roughly flat.  Overseas, developed-economy stock markets declined, though...

The Oarsman Outlook: January 2018

The final quarter of 2017 saw an acceleration of gains among most financial asset categories.  Domestic equity benchmarks advanced more than 6%, with large-company stocks besting small caps by a healthy margin.  Overseas stock gains were also in the mid-single-digits;...

The Oarsman Outlook: October 2017

All major categories of financial investments produced positive returns in the third quarter.  Domestic large-company stock benchmarks gained around 4%; smaller-company stocks provided somewhat higher returns, on average.  Non-U.S. stocks outperformed for a third...

The Oarsman Outlook: July 2017

The April-June period saw further gains accrue to most categories of financial assets.  Large-company U.S. stocks advanced around 3%, marginally outpacing their smaller-company counterparts.  Non-U.S. stocks bested domestic equities for the third consecutive quarter;...

The Oarsman Outlook: April 2017

Nearly all categories of financial investments produced positive returns during the January-March period.  Large-company U.S. stocks gained around 6%, while small caps, taking a breather after sprinting ahead to end 2016, rose about 2%.  Overseas stocks generally...

The Oarsman Outlook: January 2017

The unexpected U.S. election outcome roiled financial markets, generating a wide range of three-month returns from various categories of investments.  After falling by 4% through early November, large-company U.S. stocks – paced by the Financial Services sector –...