Global equities fell 4.14% in September, bringing down Q3 returns to negative 3.4%, the first quarterly decline in the past three quarters. Year to date however, the MSCI All Country World Index (ACWI) is up 10.06%. In the US, the S&P 500 index slumped -4.87% in a...
Investment Commentary Articles
The third quarter of 2023 presented speed bumps in financial markets. Across global equity markets we saw stocks pull back and at the same time bond yields moved higher.
Global equities slipped 2.79% in August, yet the MSCI All Country World Index’s (ACWI) year-to-date gain still stands at an impressive 14.80% over the first eight months of the year.
Arthur Ambarik shares the story of Perigon’s evolution from a small firm with under $150 million in assets under management to its current status of about $6 billion in AUM.
Global stocks added 3.66% in July to bring their 2023 return to 18.11% YTD – marking the MSCI All Country World Index’s (ACWI) best year-to-date gain since 2009 when markets recovered from the global financial crisis.
Global stocks rallied to finish the month up 5.81% and the quarter up 6.18%, and closing the first half of 2023 up 13.93%. It was the second-best start to a year since the inception of the
As the United States teetered on the possibility of defaulting on its sovereign debt during tense weeks in May, global equities slipped -1.07% in May bringing the MSCI All Country World Index (ACWI) return to 7.68% so far in 2023.
Global Equities gained 1.44% in April to bring their YTD returns to 8.85%. In the U.S., markets were mixed. The Dow Jones Industrial Average posted its best month since January, climbing 2.48%.
Global equities rose 3.08% in March and were up 7.31% for the quarter, despite much volatility sparked by the abrupt collapse in early March of Silicon Valley Bank and Signature Bank
Global Equities roared into 2023 like a lion with the second-best January on record – up 7.17% — but went out like a lamb in February: the MSCI All-Country World Index fell 2.87%
Last week the major benchmarks ended lower with relatively few critical economic releases or other concrete sentiment drivers. Sector performance was relatively uniform within the S&P 500 Index, with energy stocks being
If there is a way to “bounce back” after a brutal 2022 that closed with global equities down -18.36%, it is to come out of the gates strong. Global equities did just that, climbing 7.17% in January. It was the MSCI All-Country World Index’s (ACWI) best January since 2019 and second-best January on record…