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Second Quarter | 2017 - Quarterly Market Review

Q2 2017 QMR THUMBOverview:

Market Summary
World Stock Market Performance
World Asset Classes
US Stocks
International Developed Stocks
Emerging Markets Stocks
Select Country Performance
Select Currency Performance vs US Dollar
Real Estate Investment Trusts (REITs)
Commodities
Fixed Income
Impact of Diversification
Quarterly Topic: When Rates Go Up, Do Stocks Go Down?
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First Quarter | 2017 - Quarterly Market Review

Q1 2017 QMR THUMBOverview:

Market Summary
World Stock Market Performance
World Asset Classes
US Stocks
International Developed Stocks
Emerging Markets Stocks
Select Country Performance
Select Currency Performance vs US Dollar
Real Estate Investment Trusts (REITs)
Commodities
Fixed Income
Impact of Diversification
Quarterly Topic: Investment Shock Absorbers

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New Market Highs and Positive Expected Returns

There has been much discussion in the news recently about new nominal highs in stock indices like the Dow Jones Industrial Average and the S&P 500.

When markets hit new highs, is that an indication that it’s time for investors to cash out? History tells us that a market index being at an all-time high generally does not provide actionable information for investors. For evidence, we can look at the S&P 500 Index for the better part of the last century. Exhibit 1 shows that from 1926 through the end of 2016, the proportion of annual returns that have been positive after a new monthly high is similar to the proportion of annual returns that have been positive after any index level. In fact, over this time period almost a third of the monthly observations were new closing highs for the index. Looking at this data, it is clear that new index highs have historically not been useful predictors of future returns.

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Fourth Quarter | 2016 - Quarterly Market Review

QMR Q42016 ThumbOverview:

Market Summary
World Stock Market Performance
World Asset Classes
US Stocks
International Developed Stocks
Emerging Markets Stocks
Select Country Performance
Real Estate Investment Trusts (REITs)
Commodities
Fixed Income
Impact of Diversification
Quarterly Topic: The Power of Markets

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Third Quarter | 2016 - Quarterly Market Review

Q3 2016 thumbnail QMROverview:

Market Summary
World Stock Market Performance
World Asset Classes
US Stocks
International Developed Stocks
Emerging Markets Stocks
Select Country Performance
Real Estate Investment Trusts (REITs)
Commodities
Fixed Income
Global Diversification
Quarterly Topic: Presidential Elections and the Stock Market

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