The longest bull market in U.S. history ended abruptly in the 1st quarter with the onset of the highly contagious COVID-19 pandemic. Faced with a forced lockdown to stop the spread of the contagion, markets tumbled, leaving investors feeling anxious. We recap and provide and outlook for the coming months in our latest newsletter. Read it here.
As we look back and reflect on what was predicted by many to be a year of worry and concern investors were rewarded for taking risk. The final month of the year brought several new highs for both the S&P 500 and the Dow Jones Industrial Average. After a year of strong returns for almost all asset classes, analysts are still mostly confident. However, most are anticipating modest gains for 2020.
After some concerns and declines during the summer, major equity markets showed mixed results for the third quarter of 2019. Trade War and tariffs between China and the U.S. bring market anxieties. Interest rates are still in the spotlight as Fed cuts rates twice in Q3. Now is the ideal time to revisit your personal objectives and the strategies to achieve them.
During the first half of 2019, capital market returns were very robust with both equity and fixed income investors experiencing positive results. This marks the longest bull market on record for the U.S. stock market.
During the first three months of 2019, investors had a lot to cheer about as U.S. equity markets turned in their best quarterly gains in nearly a decade.
After a long period of respectable returns, most investors in balanced portfolios during the fourth quarter of 2018 experienced significant losses.
