The US mutual fund industry comprises a large universe of funds covering securities markets around the world. These funds reflect diverse philosophies and approaches. How has the industry performed as a whole? What should investors think about when selecting funds? Research provides insight.
Many investors look to gross domestic product (GDP) as an indicator of future equity returns. According to the advance GDP estimate released by the Bureau of Economic Analysis (BEA) on April 28, annualized real US GDP growth was 0.5% in the first quarter of 2016 — below the historical average of 3.2%. This might prompt some investors to ask whether below-average quarterly GDP growth has implications for their portfolios.
Performance of domestic and international equity markets sorted along size, value, sector, and country characteristics.
With U.S. stocks surging this past week and breaking into the black for 2016, remember: What you expect the stock market to do next is shaped largely by what it just did.
This report features world capital market performance and a timeline of events for the past quarter. It begins with a quarterly topic, When Headlines Worry You, Bank on Investment Principles; then features a global overview and the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios.
