Q3 2012

Equity markets were up markedly in the third quarter with the S&P 500 delivering a total return of 6.4% for the quarter and 16.4% for the year to date.  This is rather surprising {more…}

Q2 2012

Financial markets experienced another volatile quarter in Q2.  The continuing European banking and sovereign debt problems are depressing growth globally and have subtracted more than 50 billion dollars from corporate profits so far {more…}

Q1 2012

The first three months of 2012 marked the highest first-quarter return for the S&P 500 index since 1998 with a total return of 12.6%.  The best performing sectors were Financials (21.5%), Information Technology {more…}

Q4 2011

Risk aversion was the driver of positive investment performance in 2011 with the Barclay’s Bond Aggregate (the broadest fixed income index) returning 5.6%.  The S&P 500 index returned 2.1% with dividend payments comprising {more…}

Q3 2011

The S&P 500 index turned in the worst quarterly performance in over two years, losing 13.9% in the third quarter.1 Materials and Financials were the worst performing sectors this quarter, losing 25% and {more…}

Q2 2011

The S&P 500 index returned 0.1% for the second quarter, mounting an impressive rally in the last week of June.  The Health Care, Utilities and Consumer Staples sectors turned in the best performance {more…}

Q1 2011

The S&P 500 index posted a 5.9% gain in the first quarter of the year led by double digit returns in the Energy sector.  Political unrest in the Middle East and North Africa {more…}

Q4 2010

The S&P 500 index finished 2010 with a strong 4th quarter, up 10.8%.  Despite a number of setbacks along the way, the index returned 15.1% (including dividends) for 2010 with the Materials, Industrials {more…}

Q3 2010

The third quarter of 2010 witnessed a strong bounce in equity markets, reversing the double-digit declines from the second quarter and recording the strongest September return for the S&P 500 since 1939.  The {more…}

Q2 2010

The second quarter of 2010 was another volatile period in the equity markets with concerns over European banks and sovereign debt continuing to dominate the financial headlines.  The biggest oil spill in US {more…}