Stocks pushed higher over the course of November, propelled by the conclusion of the 2024 election and another rate cut by the Federal Reserve. The S&P 500 rose 5.9% over the month as value and growth stocks both popped 6.5%.
The S&P 500 Index rose 3% in the month of August. However, the index booked most of that gain in the first two days of the month before trading sideways for the rest of the period. International stocks, measured by the MSCI ACWI Ex USA Index, were also up 3% in August. Despite elevated volatility, […]
The S&P 500 Index finished flat in July and was largely unchanged over the past three months. Despite the recent pause, the index was still up a respectable 10% YTD. International stocks, measured by the MSCI ACWI Ex USA Index, declined 1% in July but were up 13% YTD, outpacing US equities by 3%. Oil […]
Stocks pushed higher over the course of November, propelled by the conclusion of the 2024 election and another rate cut by the Federal Reserve. The S&P 500 rose 5.9% over the month as value and growth stocks both popped 6.5%.
The bull market run continued in May with the S&P 500 Index rising 5%, bringing YTD returns to 11%. International stocks, measured by the MSCI ACWI Ex USA Index, rose 4% and are now up 14% in 2026. Stocks in emerging market countries like South Korea and Taiwan surged more than 10% last month as […]
What a difference a month makes. After declining 5% in March, the S&P 500 staged quite a rally in April. The blue-chip U.S. index surged 11% to close the month at a new all-time high. Technology stocks were back in fashion with the sector climbing 20% over the month. Performance overseas was also strong but […]
Stocks pushed higher over the course of November, propelled by the conclusion of the 2024 election and another rate cut by the Federal Reserve. The S&P 500 rose 5.9% over the month as value and growth stocks both popped 6.5%.
The market rotation out of technology and into value and international stocks continued in February. The S&P 500 Index, which has a 33% allocation to the technology sector, was little changed for the month and year-to-date. Value-oriented sectors like consumer staples and industrials outperformed, sending the Russell 1000 Value Index up 7% on the year. […]
Markets started 2026 on solid footing with U.S. equities rising 2% while core bonds posted modest gains. The rotation into value stocks continued as the Russell 1000 Value outperformed the Russell 1000 Growth by 6% in January. International stocks also extended their rally, beating their U.S. counterparts by 4%. Interest rates were little changed throughout […]
Stocks pushed higher over the course of November, propelled by the conclusion of the 2024 election and another rate cut by the Federal Reserve. The S&P 500 rose 5.9% over the month as value and growth stocks both popped 6.5%.