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Investing in Ourselves: A Note on Human Capital

A blog by Frederic Slade, CFA, Director, Investments – October 14, 2014 Much has been written about capital throughout history. Capital is a wide-ranging term, which can include financial assets such as money, machines, software and securities, including stocks and bonds. Capital is an input…

1st Quarter 2013 Economic & Market Review

…robust until unemployment reaches 6.5%. Outside of the U.S., government subsidies in China and European austerity measures have bifurcated overseas markets. Equity Markets U.S. equity markets provided substantial gains for the first quarter of 2013 (“Q1”). The S&P 500 Index, primarily representative of domestic large-cap…

1st Quarter 2016 Economic & Market Review

…with the MSCI EAFE Index declining 3.0%; however, emerging markets equities were a bright spot and surged 5.7%. Fixed-Income Markets Bonds were the primary beneficiary of the 1Q16 equity market “roller coaster ride”. Interest rates declined significantly for intermediate- and long-term maturities while treasury-bill yields…

3rd Quarter 2016 Economic & Market Review

…at best, and unemployment remained low (4.9% for August, the latest reading). Inflation was also contained as headline CPI for August was only 1.1% on a year-over-year basis. Equity Markets Equity markets provided positive returns for Q3; in fact, this was the fourth consecutive quarter…

3rd Quarter 2019 Economic & Market Review

…sectors were the poorest performers, posting returns of -6.3% and -2.3%, respectively. Emerging Markets declined by -4.2% (5.9% YTD) while the MSCI EAFE Index (representative of developed non-U.S. equity markets) ended its rally, returning -1.0% (12.8% YTD). Fixed-Income Markets US interest rates continued at low…

4th Quarter 2019 Economic & Market Review

…the poorest performers, posting returns of -0.5% and 0.8%, respectively. Emerging Markets rose by 11.7% (18.6% for the year) while the MSCI EAFE Index (representative of developed non-U.S. equity markets) returned 8.2% (22.8% for 2019). Fixed-Income Markets U.S. interest rates continued at low levels last…

The End is Near!..or is it?- Part One

…the Crimea, ISIS in Syria, Iran’s nuclear ambitions, the upcoming US elections – all of these and more have been labeled at one time or another as reasons that the US equity markets are at risk for a sell-off. The recent string of high-profile losses…

4th Quarter 2013 Economic & Market Review

…historical norms (S&P US REIT Index, -0.7% 4th Quarter “4Q”; +2.4% Year-to-date “YTD”). Equity Markets US Equity markets broke nicely from the gate in 2013 (S&P 500 Index, +10.6% 1Q) and finished in robust fashion down the stretch (S&P 500 Index, +10.5% 4Q) for a…

3rd Quarter 2018 Economic & Market Review

…– 2.25%. Market expectations are for one additional increase in 2018 (four total for the year). Equity Markets Global equities continued their recovery in most markets in the 3Q of 2018. After recovering in the second quarter of 2018, US equities advanced into record territory…

Navigating the New Defined Benefit Pension Plan Landscape

…equity for exposure to the U.S. and non-U.S. equity markets. This approach is designed to help offset the impact of salary-based benefit accruals of active employees on future liabilities. It often uses a “core and satellite” structure, where the core investments can include index funds…

Don’t Get Spooked: Overcoming Investing Bogeymen

…the markets are going bump in the night. If your time horizon for needing your savings is far in the future, your investments may have time to recover any losses you may incur in the short-term. If you keep your objectives in mind, your portfolio…