2021 Second Quarter Review of the Markets

September 10, 2021
The S&P 500 returned 8.6% for the quarter. Smaller stocks, as measured by the Russell 2000, returned 4.3%, although they remain ahead of the S&P 500 for the year. International stocks lagged their U.S. counterparts, but were still up over 5% during the quarter. All in all, the first half of 2021 would have made for a great full year in the equity markets. The bond market had positive performance for the quarter, though it is still down for the year after a poor first quarter.
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2021 First Quarter Review of the Markets

September 8, 2021
The S&P 500 returned 6.2% for the first quarter of 2021. In a continuation from the fourth quarter of 2020, smaller capitalization stocks in the U.S. did significantly better with the Russell 2000 returning 12.7% over the same period. International stocks also fared well with the MSCI ACWI Ex USA index up 3.8%. After a strong start compared to developed markets, emerging market stocks started to pull back midway through the quarter as higher interest rates in the U.S. negatively impacted prospects for emerging economies.
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