Resources

Blog : Investment Companies

Q3 2021 Passionate Investor

Investment Advice Investment Advisor Investment Companies Investment Management Investment Planning Investment Strategy Investments October 22, 2021 Author: Woody Derricks

Q3 2021 Market Review and Commentary Market Review* Equity markets generally outperformed fixed-income markets with the S&P 500 rising 0.58% (including dividends; +15.92% YTD) and the Barclay’s Capital U.S. Aggregate Bond index rising 0.05% (-1.55% YTD). Small caps underperformed large-cap stocks (S&P 500) as the Russell 2000 small-cap stock index returned -4.36% (+12.41% YTD). Value […]

Continue reading ›