Resources
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ANNUAL MARKET REVIEWS
2018 Annual Market Review
Annual performance of the global equity and fixed income markets. Updated for 2018.
2017 Annual Market Review
Annual performance of the global equity and fixed income markets. Updated for 2017.
QUARTERLY MARKET REVIEWS
2019 Fourth Quarter Review
Quarterly performance of the global equity and fixed income markets. Updated for Q4 2019.
2019 Third Quarter Review
Quarterly performance of the global equity and fixed income markets. Updated for Q3 2019.
2019 Second Quarter Review
Quarterly performance of the global equity and fixed income markets. Updated for Q2 2019.
2019 First Quarter Review
Quarterly performance of the global equity and fixed income markets. Updated for Q1 2019.
2018 Fourth Quarter Review
Quarterly performance of the global equity and fixed income markets. Updated for Q4 2018.
2018 Third Quarter Review
Quarterly performance of the global equity and fixed income markets. Updated for Q3 2018.
2018 Second Quarter Review
Quarterly performance of the global equity and fixed income markets. Updated for Q2 2018
Insights

Under the Macroscope: When Stocks and the Economy Diverge
Do you find it puzzling when a bleak economic report emerges from the press, only to be accompanied by a positive surge in the stock market? You’re not alone. The last few weeks have produced many examples of a stark contrast between stock market performance and...

The Coronavirus and Market Declines
The world is watching with concern the spread of the new coronavirus. The uncertainty is being felt around the globe, and it is unsettling on a human level as well as from the perspective of how markets respond. At Amicus, it is a fundamental principle that markets...

Hindsight Is 20/20. Foresight Isn’t.
The year 2019 served up many examples of the unpredictability of markets. Interest rates that US policymakers expected to rise fell instead. American consumers’ confidence weakened as the year began,1 and news headlines broadcast fears of an economic slowdown....

The 2010s: A Decade in Review
Imagine it is early January 2010 and you are reading a review of the financial markets. Investors have been on a roller coaster over the past three years, living through the stress of the global financial crisis and market downturn of 2008–2009, then experiencing the...

Timing Isn’t Everything
OUTGUESSING THE MARKET IS DIFFICULT Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges. First and foremost, markets are fiercely competitive and adept at processing...

Investment Risk in Financial Planning – Part 1
Several years ago, a couple came to me for financial planning advice – let’s call them Jack and Jill. Jack had met Jill in the 1970’s when they both worked for the same company. Jill’s section of the company was eventually divested, and she continued to work in...

A Tale of Two Decades: Lessons for Long-Term Investors
Comparing market returns across the 2000s and 2010s reinforces the benefits of diversification and pursuing known drivers of higher expected returns. The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some...

Setting Goals: Part 3
Build Your Investments Around Your Goals It is likely that your goals will be quite different from the examples I have given in my previous blog posts. A blog can’t tell you what your financial goals should be. Whatever your goals are – however conservative or...

Recent Market Volatility
After a period of relative calm in the stock market, investors have experienced increased volatility in recent days. While market volatility can create anxiety for some, reacting emotionally and changing long-term investment strategies in response to short-term declines could prove more harmful than helpful.

Setting Goals: Part 2
This blog post is a continuation of a series on setting goals. Before reading this post, make sure to read Setting Goals: Part 1. Qualify, Quantify, and Be as Specific as Possible If you have a daughter, one of your goals may be to provide funding for her college...