Investment Thinking

February 2017 Monthly Market Tracker

Increases in UK GDP, China’s consumer price index, and US small business optimism helped to guide the markets up last month. Read more in our February Monthly Market Tracker.

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Ballentine Partners' 4Q 2016 Market Review (screenshot of front)

2016 Market Review and 2017 Outlook

While the US stock market was again the standout performer versus other regions, other asset classes also posted gains. Big reversals from weak 2015 performances were staged by emerging market stocks (up 11.2%), Master Limited Partnerships (MLPs, up 18.3%) and oil prices (up 42%). Anticipating higher inflation ahead, interest rates rose sharply in the fourth quarter. This reduced high-grade bond returns for the year to low single-digits, about in line with our expectations.

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