Charts of the Week
Capital Markets Review (As of 09/30/2018)
Chart of the Week for October 5, 2018 - October 11, 2018
Capital market returns were generally positive for all asset classes and time periods shown above. U.S. Large-Cap stocks have been the best performer over all time periods shown.
For the third quarter of 2018, U.S. markets outperformed global markets. U.S. Large-Cap Stocks posted the highest return at 7.71%, U.S. Small-Cap Stocks followed at 3.58%, while International Developed Market Stocks returned 1.35% and Emerging Market Stocks returned -1.09%. Strong corporate earnings, U.S. tax policy that provided cuts in corporate tax rates, and a generally strong U.S.economy helped U.S. stock returns. Global stock returns were hampered by a stronger U.S. dollar, concerns over trade discussions between the U.S. and China, and political turmoil in developing markets such as Argentina and Turkey.
In fixed income, U.S. Bonds rose 0.02% and U.S. High Yield Bonds rose 2.40% during the quarter. The U.S. Federal Reserve Board raised the target rate range for Fed Funds for the fourth consecutive quarter in September 2018 and rising yields impacted returns. U.S. High Yield returns were helped by investors looking for higher yields than those available in other fixed income sectors.
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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