The market investing year of 2023 is off to a solid start. Despite some concerns with the liquidity of some banks, ALL equity and fixed income markets were positive in the first quarter, and all but US Bonds were positive in the 2nd quarter. US stocks were up 8.39% in the 2nd quarter, followed by international at just over 3% follwed by Emerging Markets just under 1% for the quarter.
Past Quarter Results
- US Stocks +8.39%
- International Stocks +3.03%
- Emerging Market Stocks +0.90%
- Global Ex US Bonds +0.73%
- Global Real Estate +0.71%
- US Bonds -0.84%
The last 3 quarters have been mostly positive which has made the 1 year reaturns for the past year to be mostly postitive. US Stocks up are up 18.95%, followed by International Stocks at 17.41% with a big gap between it and Emerging markets at 1.75%. US Bonds and Global Real Estate are the only negatives over the past year.
Past Year Results
- US Stocks +18.95%
- International Stocks +17.41%
- Emerging Market Stocks +1.75%
- Global Ex US Bonds +1.51
- US Bonds -0.94%
- Global Real Estate -3.02%
Investors hope to see the trend of 1 year returns positive and quarterly returns continued strength in the second half of 2023 and beyond.