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 –...
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...
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...
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...
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....
