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 –...

The Oarsman Outlook: October 2016

Most categories of financial investments recorded a second-straight period of gains during the July-September quarter.  Large-company U.S. stock benchmarks advanced more than 3%; small-caps did considerably better.  Overseas equity investments outperformed, too, with...

The Oarsman Outlook: July 2016

Despite turbulence following the United Kingdom’s late-June ‘Brexit’ vote, nearly all investment categories posted gains during the April-June quarter.  Large-company U.S. stock benchmarks advanced around 2%; small-cap stocks did slightly better, on average.  Many...

The Oarsman Outlook: April 2016

Most investment categories finished the first quarter of 2016 with modest gains.  Large-company U.S. stock indices eked out small gains; broad small-cap benchmarks declined, though many value-oriented funds advanced.  Overseas, developed-economy markets were mostly...

The Oarsman Outlook: January 2016

Most investment categories recorded gains in the final three months of 2015, bouncing back after a rocky July-September quarter.  Major U.S. stock benchmarks posted three-month returns of 5% or better.  Most overseas equity markets rallied, too, though returns to U.S....