Capital Markets Review (as of 09/30/2016)
Chart of the Week for October 7, 2016 - October 13, 2016
Capital market returns were positive for all asset classes and time periods shown above. Over the 1-year period, returns were over 10% in four of the six asset classes.
For the third quarter of 2016, global markets generally outperformed U.S. markets. U.S. Small-Cap Stocks posted the highest return at 9.05%, Emerging Market Stocks followed closely at 9.03%, and International Developed Market Stocks returned 6.43%. Following the Brexit vote in the United Kingdom near the end of the second quarter, there was concern about global market volatility. However, generally stronger global economic reports and accommodative global central bank policies largely overshadowed those concerns. U.S. High Yield Bonds rose 5.55%, as the continued recovery in oil prices helped many issuers of high yield bonds, and U.S. Bonds rose 0.46%, as the U.S. Federal Reserve left its short-term interest rate target range unchanged. U.S. Large-Cap Stocks rose 3.85% during the quarter as strength in sectors including Technology, Industrial, and Financials helped returns.
In the chart above:
- U.S. Bonds are represented by the Bloomberg Barclays U.S. Aggregate Bond Index.
- U.S. High Yield Bonds are represented by the Bloomberg Barclays U.S. Corporate High Yield Index.
- U.S. Large-Cap Stocks are represented by the S&P 500 Index.
- U.S. Small-Cap Stocks are represented by the Russell 2000 Index.
- International Developed Market Stocks are represented by the MSCI EAFE (Net) Index.
- Emerging Market Stocks are represented by the MSCI Emerging Markets (Net) Index.
Posted by: sarah_oz@yahoo.com
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