Quarterly Market Review
Q2
Quarterly Market Review
Second Quarter 2016
Quarterly Market Review
Second Quarter 2016
This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
The report also illustrates the performance of globally diversified portfolios and features a quarterly topic.
Overview: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Country Performance Real Estate Investment Trusts (REITs) Commodities Fixed Income Global Diversification Quarterly Topic: GDP Growth and Equity Returns
2
Market Summary
Index Returns
2Q 2016
US Stock Market
International Developed Stocks
Emerging Markets Stocks
STOCKS
Global Real Estate
2.63% -1.05% 0.66%
4.48%
US Bond Market
Global Bond Market ex US
BONDS
2.21%
3.11%
Since Jan. 2001
Avg. Quarterly Return
1.7%
Best Quarter
16.8%
Q2 2009
1.3%
25.9%
Q2 2009
2.9%
34.7%
Q2 2009
2.9%
32.3%
Q3 2009
Worst Quarter
-22.8%
Q4 2008
-21.2%
Q4 2008
-27.6%
Q4 2008
-36.1%
Q4 2008
1.3%
1.2%
4.6%
Q3 2001
5.5%
Q4 2008
-2.4%
Q2 2004
-3.2%
Q2 2015
Past performance is not a guarantee of future results. Indices are not available for direct investment. Index performance does not reflect the expenses associated with
the management of an actual portfolio. Market segment (index representation) as follows: US Stock Market (Russell 3000 Index), International Developed Stocks (MSCI World
ex USA Index [net div.]), Emerging Markets (MSCI Emerging Markets Index [net div.]), Global Real Estate (S&P Global REIT Index), US Bond Market (Barclays US Aggregate
Bond Index), and Global Bond ex US Market (Citigroup WGBI ex USA 1-30 Years [Hedged to USD]). The S&P data are provided by Standard & Poor's Index Services Group.
Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. MSCI data ? MSCI 2016, all rights reserved. Barclays data provided by Barclays Bank PLC. Citigroup bond indices ? 2016 by Citigroup.
3
World Stock Market Performance
MSCI All Country World Index with selected headlines from Q2 2016
"US Budget Deficit
"Anemic Wage
"US Treasury Yield
200
Expands In First
Growth Restraining
Curve Is Flattest
Half of Fiscal Year"
Economy"
Since 2007"
"US Jobless Claims Fall to Four-Decade Low"
"Greece Passes Austerity Measures as Creditors Remain Deadlocked over Bailout Terms"
"US Consumer Spending Climbed at Fastest Pace in Nearly Seven Years"
"US Stocks Rise to Cap Rocky First Half"
"Brexit Vote Pushes Britain into Uncharted Waters"
190
"Fed Signals No Rush to
Raise Rates"
"Weak Hiring Pushes Back Fed's Plans"
"Rising US Rents
"Mortgage Refis
Squeeze the
Return as Interest
180
Middle Class"
Rates Plummet"
"Eurozone Economic Recovery Gathers Pace"
"Eurozone Slides Back into Deflation"
"Oil Prices' Rebound Leaves Investors Guessing What's Next"
170 Apr
May
Jun
These headlines are not offered to explain market returns. Instead, they serve as a reminder that investors should view daily events from a long-term perspective and avoid making investment decisions based solely on the news.
Graph Source: MSCI ACWI Index. MSCI data ? MSCI 2016, all rights reserved.
It is not possible to invest directly in an index. Performance does not reflect the expenses associated with management of an actual portfolio. Past performance is not a guarantee of future results.
4
World Stock Market Performance
MSCI All Country World Index with selected headlines from past 12 months
Short Term
(Q3 2015?Q2 2016)
"Iran, World Powers Reach Nuclear Deal"
200
"US Consumer Prices Rise for Sixth Straight Month"
"US Oil Prices Fall to Six-Year Low"
"US Second Quarter GDP Grows 3.9%"
"European Markets to Finish 2015 among World's Top Performers"
"Rising US Rents Squeeze the Middle Class"
"US Jobless Claims Fall to Four-Decade Low"
"Weak Hiring Pushes Back Fed's Plans"
"S&P 500 Turns Positive for the Year"
180
Long Term
(2000?Q2 2016)
160
250.000
200.000
150.000
100.000
50.000
"Paris Attacks Leave More than 100 Dead"
"IMF Downgrades Global Economic Outlook Again"
Last 12 months
"Dow, S&P Off to the Worst Starts Ever for Any Year"
"Net Worth of US Households Rose to Record $86.8 Trillion in Fourth Quarter"
"British Pound Sinks to SevenYear Low on `Brexit' Fears"
"Eurozone Slides Back into Deflation"
"Oil Prices' Rebound Leaves Investors Guessing What's Next"
0.000 2000 2004 2008 2012 2016
140 Jun-2015
Sep-2015
Dec-2015
Mar-2016
Jun-2016
These headlines are not offered to explain market returns. Instead, they serve as a reminder that investors should view daily events from a long-term perspective and avoid making
investment decisions based solely on the news.
Graph Source: MSCI ACWI Index. MSCI data ? MSCI 2016, all rights reserved.
It is not possible to invest directly in an index. Performance does not reflect the expenses associated with management of an actual portfolio. Past performance is not a guarantee
of future results.
5
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