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 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;...
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 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;...
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 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 –...
