Capital Markets Review (As of 06/30/2017)
Chart of the Week for July 7, 2017 - July 13, 2017
Capital market returns were positive in the second quarter of 2017 for all the asset classes shown above. All asset classes had positive returns over the trailing 1-, 5-, and 10-year periods as well except the 1-year return on U.S. Bonds.
For the second quarter of 2017, global markets outperformed U.S. markets in U.S. dollar terms. as Emerging Market Stocks returned 6.27% and International Developed Market Stocks returned 6.12%. For domestic returns, U.S. Large-Cap Stocks had the best return at 3.09%, U.S. Small-Cap Stocks returned 2.46%, U.S. High Yield Bonds returned 2.17%, and U.S. Bonds returned 1.45%. U.S. and global economic data was generally positive during the quarter, which helped all asset classes shown. A decline in the U.S. Dollar versus many other currencies helped global returns and the drop especially helped International Developed Market returns. The U.S. Federal Reserve raised its short term interest rate target range in June 2017 following its last increase in March 2017. Despite the increase in short-term rates, U.S. Bonds provided a positive return for the quarter as yields in the mid to longer maturities generally did not increase.
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
| Reply via web post | • | Reply to sender | • | Reply to group | • | Start a New Topic | • | Messages in this topic (54) |
Belum ada komentar untuk "[TSP_Strategy] Capital Markets Review"
Post a Comment