Market Commentary: Outlook and Review

Market Commentary: Outlook and Review

January 9, 2019. By Mark Barry: Despite strong US economic growth and a favorable environment for corporate America, the majority of asset classes struggled to deliver positive total returns for investors in 2018. While the year started off on the right foot, bearish...
Market Commentary: Outlook and Review

Market Note: Global Equity Markets

February 6, 2018. By John Wolfsberg: The global equity markets came under renewed pressure on Monday, with the S&P 500 Index down over 4% for the day in a continuation of last week’s selloff. The decline in equities did not appear to be driven by any specific...
Market Commentary: Outlook and Review

No September Blues for Small Cap Stocks

October 12, 2017. By Mark Barry: Small cap stocks have been on a roll lately, with the Russell 2000 Index hitting several new all-time highs. For the month of September, the Russell 2000 Index (IWM) was up 6.2%, compared to a 2.1% gain for the S&P 500 Index (IVV)....
Market Commentary: Outlook and Review

Intelligent Index, Fourth Quarter 2016

January 17, 2016. By Richard Greene and Mark Barry: In what can best be described as the year of the improbable, equity markets ended the fourth quarter and 2016 in record high territories and registered strong returns across almost all equity sectors.  The fact that...
Market Commentary: Outlook and Review

Intelligent Index Review, Third Quarter 2016

November 4, 2016. By Richard Greene: Despite the crazy election rhetoric, the third quarter was the best of the year so far for the market and while economic data was mixed, consumer confidence reached post-recession highs. While economic conditions were relatively...