Investment Thinking

Monthly Market Tracker, September 2017

September 2017 Monthly Market Tracker

Global stocked ended up again in September, with US gasoline production, the UK employment rate, and the Fed all having an impact over the course of the month. Read more in our September Monthly Market Tracker.

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Q3 Market Review

3rd Quarter 2017 Market Review: Teflon stock market

One might think that recent headlines would cause a degree of anxiety among investors, but financial markets digested these and other negative headlines with hardly a blip in the third quarter, continuing its yearlong streak of complacency.

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Monthly Market Tracker, August 2017

August 2017 Monthly Market Tracker

Global markets ended just north of even in August, with Japan’s manufacturing and services sectors and the German economy all growing at slower paces than anticipated. Read more in our August Monthly Market Tracker.

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Monthly Market Tracker, July 2017

July 2017 Monthly Market Tracker

Global markets climbed in June, influenced in part by Chinese manufacturing, a weakening US dollar and Swiss franc, and US real estate construction. Read more in our July Monthly Market Tracker.

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Monthly Market Tracker, June 2017

June 2017 Monthly Market Tracker

Global stocks ended just north of even last month, with some ups and downs due to lower than expected US retail sales and a strengthening Japanese labor market. Read more in our June Monthly Market Tracker.

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Monthly Market Tracker, May 2017

May 2017 Monthly Market Tracker

Investors’ short-lived anxieties weren’t able to stop the growth in the markets last month. Global stocks were up in May, in part due to Germany’s labor market, crude oil inventories, and strong first quarter domestic GDP spurred by growth in domestic consumer spending. Read more in our May Monthly Market Tracker.

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Monthly Market Tracker, April 2017

April 2017 Monthly Market Tracker

“Strong” was the word of the month in April. Germany, China, and the US all influenced the upward movement of global stocks last month. Read more in our April Monthly Market Tracker.

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Monthly Market Tracker, February 2017

March 2017 Monthly Market Tracker

Growth in domestic manufacturing, UK retail sales, US crude oil inventories, and more all played into last month’s market behavior. Read more in our March Monthly Market Tracker.

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markets, review, economy

1st Quarter 2017 Market Review: The beat goes on

There was no shortage of political intrigue in the first quarter of 2017 as the Trump administration assumed the reins of power with a mandate to upset the status quo. Irrespective of your political views, most people would agree that he has achieved success on that score. Relying on a set of pro-business promises that included lower corporate and personal tax rates, rollback of government regulations, and more favorable trade deals with other countries, financial markets extended the rally in the first quarter that began soon after the election last November.

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Monthly Market Tracker, January 2017

January 2017 Monthly Market Tracker

Global stocks climbed in January despite less than ideal home sales with help from US manufacturing, a healthy domestic labor market, and rising UK inflation. Read more in our January 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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Monthly Market Tracker, December 2016

December 2016 Monthly Market Tracker

The markets remained steady, ending positive with influence from the Euro, West Texas Intermediate crude oil, and a surge in US small cap investors. Read more in our December Monthly Market Tracker.

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