Investment Commentary
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Q2 2020 Investment Commentary
Investment Market Report ( July 2, 2020) This year, investors have been treated to a rare real-world lesson in the mathematics of investing—namely, the fact that after a market decline, it takes a greater market recovery to get back to even. The first quarter saw a frightening downturn that delivered 20% losses across the U.S. and developed foreign markets. Then we experienced a breathtaking 20% gain in the second quarter,…
May 2020 Investment Commentary
The Markets (as of market close May 29, 2020) May saw several states and foreign countries ease restrictions put in place in response to the COVID-19 pandemic. As economies slowly picked up momentum, investors grew more confident in stocks, driving values higher. However, investor optimism was kept in check by sobering economic reports and growing tensions between the United States and China. The unemployment rate reached its highest level since…
April 2020 Investment Commentary
The Markets (as of market close April 30, 2020) April began on a sour note for stocks as each of the indexes listed here lost value. Economic reports reflected the negative impact of the COVID-19 pandemic. There were more than 700,000 jobs lost in March while total claims for unemployment insurance benefits soared to nearly 18 million. A cut in production didn’t prevent crude oil prices from hitting negative numbers…
Q1 2020 Investment Commentary
Investment Market Report (April 1, 2020) You may not feel like being congratulated, but congratulations are in order. You have managed to live through the worst first quarter on record in the U.S. investment markets. To put it mildly, the decade is not off to a good start. You also endured the fastest, longest, hardest roller coaster ride in market history, as measured by the VIX volatility index. Basically, that…
February 2020 Investment Commentary
The Markets (as of market close February 28, 2020) With a growing number of countries reporting new cases of the coronavirus, the obvious spread of this dreaded virus prompted a massive panic sell-off, the likes of which haven’t been seen since 2008. Investors’ fears of widespread economic tumult caused by the coronavirus were too much to ignore, despite last Friday’s statement from Fed chairman Jerome Powell that the central bank…
January 2020 Investment Commentary
The Markets (as of market close January 31, 2020) January was full of ups and downs as investors rode a wave of uncertainty. The month began with many of the benchmark indexes listed here losing value (except for the Nasdaq) only to surge ahead during the middle of the month. However, fears that a widespread outbreak of the coronavirus would impact global economic growth pushed investors away from stocks, which…
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