In: Benchmark Review & Monthly Recap

Benchmark Review
Benchmark Review & Monthly Recap, March 2017
April 4, 2017

Albeit 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
Benchmark Review & Monthly Recap, February 2017
March 6, 2017

Stocks 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
Benchmark Review & Monthly Recap, January 2017
February 6, 2017

In 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
Benchmark Review & Monthly Recap, December 2016
January 3, 2017

U.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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Benchmark Review
Benchmark Review & Monthly Recap, November 2016
December 1, 2016

U.S. equity markets rallied in November. The S&P 500 increased 3.70% for the month, while small cap stocks, as measured by…

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Benchmark Review
Benchmark Review & Monthly Recap, October 2016
November 1, 2016

U.S. equity markets declined in October. The S&P 500 declined 1.82% for the month, while small cap stocks, as measured by…

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Benchmark Review
Benchmark Review & Monthly Recap, September 2016
October 4, 2016

Most major U.S. equity indices ended little changed in September. With the help of dividends, the S&P 500 inched ahead by…

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Benchmark Review
Benchmark Review, August 2016
September 6, 2016

Most equity indices hit new highs in the middle of August before some profit taking set in during the latter part…

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Benchmark Review
Benchmark Review, July 2016
August 3, 2016

July was a month of new highs for stocks, as the S&P 500, Dow Jones Industrial Average, Russell 1000 and Russell…

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Benchmark Review
Benchmark Review, June 2016
July 6, 2016

Despite the volatility created by the Brexit vote, equity markets in June managed to post the fourth consecutive month of positive…

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Benchmark Review
Benchmark Review, May 2016
June 6, 2016

Equity markets rallied late in May to post the third consecutive month of positive returns. The S&P 500 ended 1.80% ahead…

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Benchmark Review
Benchmark Review, April 2016
May 3, 2016

The “risk on” trade continued in April but with broader participation. The international markets generally outperformed the U.S. markets (S&P 500…

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Benchmark Review
Benchmark Review, March 2016
March 30, 2016

This month marks the 7-year anniversary of the bull market that arose out of the financial crisis. It is the second…

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Benchmark Review
Benchmark Review, February 2016
March 3, 2016

Downside volatility in the equity markets continued in early February with the S&P 500 declining -10.27% year to date through February…

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Benchmark Review
Benchmark Review, January 2016
February 10, 2016

Worries about the economy led to a sharp decline in U.S. equities. The S&P 500 fell -4.96% and the Russell 2000…

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Benchmark Review
Benchmark Review, December 2015
January 4, 2016

After all the volatility in 2015, the S&P 500 ended up +1.38% — the lowest annual return since 2008. Market leadership…

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Benchmark Review
Benchmark Review, November 2015
December 7, 2015

The equity and fixed income markets returned to focusing on the prospects of the Fed rising rates in December. The S&P…

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Benchmark Review
Benchmark Review, October 2015
November 3, 2015

Global equities had a spectacular rebound to start the 4th quarter, as central banks across the globe increased talks of further…

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Benchmark Review
Benchmark Review, September 2015
October 6, 2015

U.S. equities ended the quarter down 6.44% — the worst quarterly return since the third quarter of 2011. One interesting aspect…

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Benchmark Review
Benchmark Review, August 2015
September 8, 2015

A link to the August 2015 review of the indexes for equities (domestic and international), fixed income, commodities and alternatives is…

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