Investment Thinking

Monthly Market Tracker, March 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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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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