August 04 2020

Investor Insights - August 2020

See our recap of July's key statistics and market commentary below.  Noteworthy Numbers The S&P 500 tilted back into positive territory for 2020, with a year-to-date return through July of 2.38%. This index had fallen 34% from its peak by March 23 du...

July 02 2020

Investor Insights - July 2020

See our recap of June's key statistics and market commentary below.  Noteworthy Numbers The 12-month forward price-to-earnings ratio of the S&P 500, a measure of stock valuation, finished June at 21.42. The measure is at a level not seen since the ea...

June 01 2020

Investor Insights - June 2020

See our recap of May's key statistics and market commentary below.  Noteworthy Numbers The S&P 500 has gained 18.19% during the first two months of the second quarter. The strong rally has erased most of the index’s losses from February and March.   ...

May 01 2020

Investor Insights - May 2020

See our recap of April's key statistics and market commentary below.  Noteworthy Numbers The initial reading of Q1 GDP in the U.S. showed a -4.8% annualized decline as a result of depressed economic activity through the COVID-19 response.   The spot ...

April 01 2020

Investor Insights - April 2020

See our recap of March's key statistics and market commentary below.  Noteworthy Numbers The S&P 500 lost 19.60% during the first quarter of 2020, the worst quarterly return since 2008, as the wide-reaching impacts of COVID-19 shocked the global econ...

March 03 2020

Investor Insights - March 2020

See our recap of February's key statistics and market commentary below.  Noteworthy Numbers The S&P 500 Energy sector fell 14.56% during February. The sector is now down 24.01% year-to-date. The energy sector is negative for the one-year (-25.48%), t...

February 05 2020

Investor Insights - February 2020

See our recap of January's key statistics and market commentary below.  Noteworthy Numbers The Energy sector fell by 11.07% in January amongst fears of a demand decrease due to the Coronavirus outbreak.   U.S. GDP grew at only 2.1% annualized in the ...

January 03 2020

Investor Insights - January 2020

See our recap of December's key statistics and market commentary below.  Noteworthy Numbers The MSCI Emerging Markets (EM) NR USD was the leading broad index performer for the month of December, returning 7.46%. The EM Index was also the leading perf...

December 03 2019

Investor Insights - December 2019

See our recap of November's key statistics and market commentary below.  Noteworthy Numbers The S&P 500 is positive for the year by 27.63%, on track for its best calendar year return since 2013.   The US added 128,000 non-farm payrolls in October, fa...

November 04 2019

Investor Insights - November 2019

See our recap of October's key statistics and market commentary below.  Noteworthy Numbers The preliminary reading of third quarter GDP growth in the U.S. was 1.9%. This represented a deceleration in the economy, but still beat consensus expectations...