Tag Archives: Market Commentary
Ibbotson Quarterly Market and Investment Strategy Commentary
Ibbotson’s Quarterly Market and Investment Strategy Commentary is now available for our clients. For a PDF of this report, please email us at info@kaizenwm.com.
Market Commentary Q409
Despite the wild ride, investors should toast the markets in 2009
Investors received welcome relief from the markets rally. Many areas of the market that fared poorly in 2008 bounced back in 2009. U.S. equities turned in two of their biggest quarterly returns in over a decade, while corporate bonds had one of their best years [...]
Quarterly Market and Investment Strategy, Third Quarter, 2009
Macroeconomic Conditions
Data from a number of countries have provided an improving picture of the world economy. As Credit Suisse’s chief economist Neal Soss noted, the world economy is doing better than it was doing a few months ago, but is still far from doing well. In other words, almost all macroeconomic variables have stopped their [...]
New Quarterly Market and Investment Strategy Commentary provider available to our clients.
We are excited to now offer Ibbotson’s Quarterly Market and Investment Strategy Commentary to our clients. We already use them for analysis, asset allocation research and other services, and will now distribute their quarterly commentary to our clients.
Ibbotson is a leading independent asset allocation provider with a mission to deliver innovative asset allocation solutions, helping investors reach their [...]
Market Commentary: Second Quarter, 2009
The second quarter began in the same manner as the first quarter ended — with stocks soaring — but the torrid run appears to have stalled since late May, and the markets have leveled off for the rest of the quarter. Altogether, our US market index added 17% for the quarter and is up 5% for [...]
Market Commentary: Fourth Quarter 2008
Financial markets went from bad to worse throughout most of the year. The credit crisis bled over into nearly every sector bringing market anxiety into uncharted territory. U.S. government intervention started in the financial-services sector and has been moving into other sectors, including the automotive industry and beyond.
On top of falling in each of the [...]
Morningstar Market Commentary – Q210