Author Archive for: ‘tbruno’
Investment Summary as of July 31, 2016
On June 23rd, British voters approved a referendum to leave the European Union. This was surprising to the markets and resulted in increased volatility for both stocks and bonds as investors weighed the political and economic impact of the exit decision. While interest rates and some currencies have struggled since, equities and bond values have rebounded significantly. U.S. stocks in […]
Read More →Investment Summary as of June 30, 2016
On June 23rd, British voters approved a referendum to leave the European Union. This was surprising to the markets and resulted in increased volatility for both stocks and bonds as investors weigh the political and economic impact of the exit decision. U.S. stocks in the S&P 500 Index gained 0.3% in June for a year-to-date total return of 3.8%. International […]
Read More →Investment Summary as of May 31, 2016
U.S. stocks in the S&P 500 Index gained 1.8% in May for a year-to-date total return of 3.6%. International developed market stocks in the MSCI EAFE Index were down (1.5%) in May and are down (2.8%) year-to-date. Bonds in Barclays Capital U.S. Aggregate Index were flat at 0.03%. The Diversified Fund and Endowment Investment Fund gained 0.3% for the month, […]
Read More →Investment Summary as of April 30, 2016
U.S. stocks in the S&P 500 Index gained 0.4% in April for a YTD total return of 1.7%. International stocks rebounded as the U.S. dollar finally weakened. International developed market stocks in the MSCI EAFE Index were up 2.5% in April but are still down 1.4% YTD. The Diversified Fund and Endowment Investment Fund gained 1.0% for the month, just […]
Read More →Investment Summary as of March 31, 2016
After a historically negative start to the year, stocks rebounded sharply in March. U.S. stocks in the S&P 500 Index gained 6.8% in March to finish the quarter up 1.4%. International stocks remained under pressure with continued economic concerns regarding China and Europe. International developed market stocks in the MSCI EAFE Index were up 6% in March but were down […]
Read More →Investment Summary as of February 29, 2016
After a historically negative start to the year, volatility continued into early February. U.S. stocks in the S&P 500 Index rebounded the last half of the February to finish the month relatively flat – declining 0.1%. Oil also rallied back above $30 a barrel. International stocks remained under pressure with continued economic concerns regarding China and Europe. International developed market […]
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