Quarterly Review

The second quarter of 2026 was a strong one for global equity markets, despite continued geopolitical uncertainty, shifting interest rate expectations, and plenty of headlines that could have given investors reasons to worry. U.S. stocks gained 15.44%, international developed markets returned 10.22%, and emerging markets led the way with a 24.05% return. Global real estate […]

The first quarter of 2026 was a reminder that markets don’t move in straight lines and that headlines don’t always tell the full story. Despite a steady drumbeat of geopolitical tension, shifting interest rates, and mixed economic data, markets delivered a nuanced (and somewhat surprising) set of results across asset classes. A Mixed Quarter for

Despite a steady drumbeat of headlines about inflation, Federal Reserve policy, and political developments, global markets finished the fourth quarter in broadly positive territory. This is a reminder that short-term news rarely explains market returns — and reacting to it is often a poor investment strategy. Equities at a Glance U.S. stocks: Positive for the quarter,

Despite political headlines and shifting economic signals, global markets showed strength in the third quarter of 2025. From emerging markets surging ahead to AI transforming nearly every industry, investors had plenty to watch—yet those who stayed diversified were rewarded. A Strong Quarter for Stocks Stocks around the world delivered positive results. U.S. markets rose 8.18%,

As the second quarter of 2025 came to a close, markets demonstrated that the headlines can be loud, but disciplined investors were rewarded for looking beyond the noise. Here’s how markets performed – and what it means for your financial plan. Market Highlights: Strength Across Most Asset Classes Stocks and Bonds Up: Global markets logged

As the first quarter of 2025 wrapped up, global markets reminded us that headlines can be noisy, but long-term investors can still find their rhythm. Here’s how the markets responded—and what it could mean for you. Market Highlights: A Tale of Two Markets U.S. Stocks: It was a tough quarter at home. U.S. markets posted a -4.72%

The DFA Quarterly Market Review for Q4 2024 provides an analysis of global capital market performance and significant events during the quarter. Below is a summarized overview: Market Summary: Global equities were mixed, with U.S. stocks outperforming international and emerging markets. Bonds saw rising interest rates, leading to mixed returns across segments. Commodities faced a