Oarsman Outlook: July 2021

All major investment categories recorded solidly positive results during the second calendar quarter.  Domestic equity benchmarks gained between 5% and 9%, with large-company stocks outperforming small-caps.  Non-U.S. markets rose 4% to 6%, with developed markets...

Oarsman Outlook: April 2021

As investors anticipated the strongest economy in a half-century, the January-March period saw a re-acceleration of the year-old financial-market rally.  Domestic equity benchmarks jumped between 6% and 13%, with small-company stocks leading by a wide margin. ...

Oarsman Outlook: December 2020

The final three months of 2020 capped a tumultuous year for global financial markets, as nearly all investment categories posted strong results for a third-straight quarter.  In the U.S., large-company stocks advanced more than 10%, while small-caps surged to gains...

Oarsman Outlook: October 2020

The July-September quarter saw continued strong results from nearly all categories of financial investments.  Large-company U.S. stocks advanced between 7% and 9%; small-caps lagged with a gain of around 3%.  Outside the U.S., developed-market returns averaged about...

Oarsman Outlook: July 2020

The first half of 2020 will be remembered as one of the most remarkable investment periods in history.  Following gut-wrenching plunges of 35% or more in a matter of weeks beginning in late February, nearly all asset categories staged equally astonishing recoveries...

Oarsman Outlook: April 2020

Pandemic 2020: One Month In The COVID-19 pandemic, an archetypal “black swan” event, has upended the global economy and financial markets (not to mention our daily lives). As the implications of the crisis came into focus in late February, swaths of the financial...