April 2025 brought some serious turbulence to the asset class scoreboard, with Commodities and Managed Futures leading on the downside. Commodities plunged -8.87%, turning sharply from March’s solid +2.61% gain. But the bigger story may be Managed Futures, which fell -4.47% in April—its third consecutive monthly loss after posting -0.39% in March and -2.36% in […]
Category: Market Commentary
05
Mar
2025
Asset Class Scoreboard: February 2025
February 2025 brought a shake-up to the asset class scoreboard, with Managed Futures taking a hit, dropping -2.36% after a modest +0.47% gain in January. On the brighter side, U.S. Real Estate surged +3.79%, leading the pack for the month and building on its +1.62% gain in January. World Stocks and Bonds also delivered strong […]
05
Feb
2025
Asset Class Scoreboard: Jan 2025
As the new year dawned, investors mindsets must have been in a happier place, with January showing positive numbers across the asset class spectrum. Equity markets, both domestic and global, displayed a renewed sense of optimism, with U.S. stocks advancing +2.69% and world stocks doing something they haven’t done in quite some time – bettering […]
14
Jan
2025
Asset Class Scoreboard-December 2024
As the final whistle blew on December 2024, the asset class scoreboard showed a tough month for most players, with only a few bright spots. Managed Futures showed some resilience, posting a solid gain of +1.27% in December, although that was mainly a bounce back from a down month in November. Elsewhere, most other asset […]
13
Nov
2024
Asset Class Scoreboard: October 2024
In October, most asset classes experienced setbacks amid increased market volatility: Global equities faced significant headwinds, with the ACWX world stock index falling -4.65% on concerns over slowing economic growth and geopolitical tensions. U.S. stocks showed more resilience but still declined, with the S&P 500 slipping -0.89%. Real estate also encountered challenges, with the IYR […]
11
Oct
2024
Asset Class Scoreboard: Sept 2024
In September, most asset classes saw a slight upward trajectory, except for commodities, which have continued to slip since July: U.S. real estate maintained its momentum, with the IYR index gaining +3.07%, as favorable mortgage rates and sustained demand persisted. Global equities extended their advance, with the ACWX world stock index rising +2.64% and the […]
06
Sep
2024
Asset Class Scoreboard: AUGUST 2024
🎉 August was a wild ride for asset classes! 🎢 U.S. real estate stole the show, with the IYR index showed gains of 5.40% as lower mortgage rates had buyers jumping for joy! U.S. and global equities also advanced, with the S&P 500 rising 2.34% and the ACWX world stock index climbing 2.71% on solid […]
06
Aug
2024
Asset Class Scoreboard: July 2024
Kicking off in the third quarter, the month of July delivered a moderately positive performance across the major asset classes. There were not exceedingly great gains, but mostly, all were above the red, with only a couple suffering from declines. Commodities retreated, with the GSG index slipping -2.89% and falling to the bottom of the […]
23
Jul
2024
Asset Class Scoreboard: June 2024
In June 2024, most asset classes delivered positive returns, with U.S. stocks leading the pack: U.S. equities showed strong performance, with the S&P 500 climbing +3.53%, continuing the positive momentum from May. This robust growth in the domestic market contrasts with the slight decline in World stocks, which fell by -0.43%. U.S. Real Estate maintained […]
12
Jun
2024
Asset Class Scoreboard: May 2024
In May, most asset classes rebounded after April’s pullback: U.S. stocks led the way, with the S&P 500 gaining an impressive +5.06% as corporate earnings showed resilience. Real estate also recovered, with the IYR index climbing +4.93% as lower mortgage rates renewed demand. International shares participated in the rally, rising +3.95%. Bonds stabilized, with the […]
