By: Glenn Dorsey, CFA®, CAIA®
Benchmark Review & Monthly Recap, July 2018
August 6, 2018A strong corporate earnings tailwind combined with favorable economic data helped to offset trade tensions and a correction in global technology…
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Benchmark Review & Monthly Recap, June 2018
July 5, 2018In many ways, June was the tale of two months. Following through on solid gains in May, the major U.S. equity…
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Benchmark Review & Monthly Recap, May 2018
June 4, 2018Following declines early in the month, the S&P 500 Index rallied and turned in solid results for May. Despite some late…
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Benchmark Review & Monthly Recap, April 2018
May 1, 2018April began with the S&P 500 Index declining and moving close to 2018’s lows reached in early February. As would be…
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Benchmark Review & Monthly Recap, March 2018
April 3, 2018Talk of tariffs and a potential trade war caused March to kick off with a down day and those themes persisted…
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Benchmark Review & Monthly Recap,February 2018
March 5, 2018After logging 15 consecutive months of gains through January 2018, the winning streak for the S&P 500 ended in February. Market…
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Benchmark Review & Monthly Recap, January 2018
February 5, 2018The winning streak for global equities continued in the new year and the S&P 500 logged its 15th consecutive month of…
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Benchmark Review & Monthly Recap, December 2017
January 2, 2018December capped off what was a strong year for stocks with the S&P 500 logging its 14th consecutive month of gains….
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Benchmark Review & Monthly Recap, November 2017
December 1, 2017Fresh record highs were set in November as U.S. and international stock indices once again posted gains for the month. The…
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Benchmark Review & Monthly Recap, October 2017
November 1, 2017U.S. and international stock indices once again posted gains for the month of October — the S&P 500, Dow Jones Industrial…
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Benchmark Review & Monthly Recap, September 2017
October 2, 2017U.S. stock indices once again posted gains for the month of September, extending the rally experienced since November. The S&P 500,…
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Benchmark Review & Monthly Recap, August 2017
September 5, 2017U.S. stock indices posted gains for the month of August extending the rally experienced since November. Solid second quarter earnings helped…
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Benchmark Review & Monthly Recap, July 2017
August 1, 2017U.S. stock indices posted gains for the month of July, extending the rally experienced since November. Large cap stocks, as measured…
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Benchmark Review & Monthly Recap, June 2017
July 6, 2017Most major stock indices posted gains for the month of June. Large cap stocks, as measured by the S&P 500, have…
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Benchmark Review & Monthly Recap, May 2017
June 13, 2017Large cap stocks once again extended the post-election rally in May. Several major equity indices, including the S&P 500, the Russell…
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Benchmark Review & Monthly Recap, April 2017
May 2, 2017The post-election rally continued in April. The S&P 500 increased 1.03% for the month, while small cap stocks, as measured by…
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Benchmark Review & Monthly Recap, March 2017
April 4, 2017Albeit modest, U.S. stocks posted their fifth consecutive gain during the month of March. The S&P 500 increased 0.12% for the…
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Benchmark Review & Monthly Recap, February 2017
March 6, 2017Stocks added to January’s gains during the month of February as the post-election rally continued. The S&P 500 increased 3.97% for…
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Benchmark Review & Monthly Recap, January 2017
February 6, 2017In a stark contrast with the beginning of last year, U.S. equity markets generated positive returns in January. The S&P 500…
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Benchmark Review & Monthly Recap, December 2016
January 3, 2017U.S. equity markets generated positive returns in December. The S&P 500 increased 1.97% for the month, while small cap stocks, as…
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