A Tug Of War In The Markets (Oct 7, 2010)

After a difficult start, the third quarter ended with a red-hot rally, bringing a much needed ‘Indian Summer’ effect to the markets. Equities significantly outpaced bonds for the month of September. This was an anomaly as September is one of the worst performing months by historical standards, and a reminder of how trying to time the markets based on trends can easily backfire. Year-to-date, bonds remain primary contributors to bottom line returns as the economy desperately tries to regain recovery momentum.

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Stimulus Spending At Home, Austerity Measures In Europe (Jul 13, 2010)

The months of May and June cast grey clouds over the markets. The Greek debt crisis and the coinciding May 6th “flash crash” quickly erased early 2010 market gains. Ensuring debt contagion fears swathed much further than the so-called “PIIGS” (Portugal, Italy, Ireland, Greece and Spain). The effects put broad government debt burdens under scrutiny, brought future economic recovery into question, and ultimately forced equity markets into negative territory for the year.

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Steady And Strong (Apr 14, 2010)

World equity markets started the year with gusto carried over from 2009, but were quickly set back when the Greek debt crisis surfaced. Investors are still trying to determine the short and long-term impacts of mounting Greek debt and around the world. These concerns did not prove significant enough to halt the recovery process. The balance of the quarter offered steady, strong results that brought domestic equities back into positive territory and allowed international equities to end the quarter essentially flat.

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