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How dynamic, risk-managed investment solutions are performing in the current market environment

2nd Quarter | 2024

Quarterly recap

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Current market environment performance of dynamic, risk-managed investment solutions.

Elevated inflation caused stocks to decline during the first half of April. However, in May and June, following strong first-quarter earnings and improving inflation data, global equity markets resumed the upward trend they started in the third quarter of 2023.

The major U.S. stock indexes were mostly up last week. In a flip of the recent script, the Russell 2000 small-capitalization index led the charge with a 6.01% gain, its largest weekly return of the year.

The major U.S. stock indexes were mostly up last week. The S&P 500 and NASDAQ 100 hit all-time highs, while the Russell 2000 continued to languish.

The major U.S. stock market indexes were mixed last week. The Russell 2000 returned 1.33%, the NASDAQ Composite returned 0.26%, the S&P 500 returned -0.06%, and the Dow returned -0.08%.

The major U.S. stock market indexes were up last week. The S&P 500 increased by 0.63%, the NASDAQ Composite was up 0.01%, the Dow Jones Industrial Average gained 1.50%, and the Russell 2000 small-capitalization index rose 0.80%.

The major U.S. stock market indexes were mixed last week. The NASDAQ Composite returned 3.27%, the S&P 500 returned 1.62%, and the Dow returned -0.51%, and the Russell 2000 returned -0.95%.

The major U.S. stock indexes were mostly up last week, with the S&P 500 and NASDAQ 100 hitting all-time highs. The NASDAQ added 2.4%, the S&P 500 increased by 1.36%, the Dow Jones Industrial Average gained 0.33%, and the Russell 2000 small-cap index lost 2.07%.

The major U.S. stock market indexes were mostly down last week. The S&P 500 decreased by 0.49%, the NASDAQ Composite was down 1.09%, the Dow Jones Industrial Average lost 0.88%, and the Russell 2000 small-capitalization index rose 0.04%.

The major U.S. stock market indexes were mixed last week. The NASDAQ Composite gained 1.42%, the S&P 500 rose 0.05%, the Russell 2000 returned -1.21%, and the Dow Jones Industrial Average returned -2.30%. The 10-year Treasury bond yield rose slightly. Spot gold closed the week down 3.37%.

The major U.S. stock indexes were up last week. The NASDAQ added 2.15%, the Russell 2000 small-cap index gained 1.79%, the S&P 500 increased by 1.60%, and the Dow Jones Industrial Average was up 1.35%.

The major U.S. stock market indexes were up last week. The S&P 500 increased by 1.89%, the NASDAQ Composite was up 1.17%, the Dow Jones Industrial Average gained 2.20%, and the Russell 2000 small-capitalization index rose 1.21%.

The major U.S. stock market indexes were up last week. The Russell 2000 rose 1.71%, the NASDAQ Composite increased by 1.44%, the Dow Jones Industrial Average gained 1.14%, and the S&P 500 was up 0.56%.

The major U.S. stock indexes were up last week. The NASDAQ gained 4.23%, the Russell 2000 small-cap index climbed 2.72%, the S&P 500 increased by 2.68%, and the Dow Jones Industrial Average inched up 0.67%.

Despite geopolitical tensions and higher interest rates, global equity markets continued their upward march in the first quarter of 2024, a rally that started in the third quarter of 2023

The major U.S. stock indexes were mostly down last week due to market volatility. The Russell 2000 small-cap index lost 2.72%, the Dow Jones Industrial Average fell 2.36%, the S&P 500 dropped 1.52%, and the NASDAQ decreased by 0.45%.

The major U.S. stock market indexes were down last week. The NASDAQ Composite was down 0.79%, the S&P 500 decreased by 0.93%, the Dow Jones Industrial Average lost 2.23%, and the Russell 2000 small-capitalization index fell 2.86%.

The major U.S. stock indexes were up last week. The Russell 2000 small-cap index added 1.89%, the NASDAQ increased by 1.35%, the S&P 500 rose 0.77%, and the Dow Jones Industrial Average gained 0.52%.

The major U.S. stock indexes were up last week. The S&P 500 gained 2.29%, the NASDAQ rose 2.85%, the Dow Jones Industrial Average increased by 1.97%, and the Russell 2000 small-cap index added 1.60%.

The major U.S. stock indexes were down last week. The Dow Jones Industrial Average lost 0.01%, the S&P 500 fell 0.13%, the NASDAQ dipped 0.70%, and the Russell 2000 small-cap index dropped 2.08%.

The major U.S. stock market indexes were mostly down last week. The S&P 500 decreased by 0.26%, the NASDAQ Composite was down 1.17%, the Dow Jones Industrial Average lost 0.93%, and the Russell 2000 small-capitalization index rose 0.30%.

The major U.S. stock market indexes were mostly up last week. The Russell 2000 gained 2.96%, the NASDAQ rose 1.74%, and the S&P 500 Index increased by 0.95%. The Dow Jones Industrial Average fell slightly for the week.

Market Update 2/26/24

The major U.S. stock market indexes were mostly up last week. The S&P 500 increased by 1.66%, the NASDAQ Composite was up 1.40%, the Dow Jones Industrial Average gained 1.30%, and the Russell 2000 small-capitalization index fell 0.79%.

Market Update 2/20/24

The major U.S. stock indexes were mostly down last week. The Russell 2000 small-cap index added 1.13%, the Dow Jones Industrial Average lost 0.11%, the S&P 500 fell 0.42%, and the NASDAQ dipped 1.34%.

Market Update 2/12/24

The major U.S. stock indexes were up last week. The Russell 2000 small-cap index gained 2.41%, the NASDAQ rose 2.31%, the S&P 500 increased by 1.37%, and the Dow Jones Industrial Average climbed 0.04%.

Market Update 2/5/24

The major U.S. stock market indexes were mostly up last week. The S&P 500 increased by 1.38%, the NASDAQ Composite was up 1.12%, the Dow Jones Industrial Average gained 1.43%, and the Russell 2000 small-capitalization index fell 0.79%.

Last week, the stock market continued its upward trend, buoyed by positive economic and inflation news. The Russell 2000 small-capitalization index rose 1.75%, the S&P 500 Index gained 1.06%, the NASDAQ Composite increased by 0.94%, and the Dow Jones Industrial Average was up by 0.65%.

Most major stock market indexes finished higher last week. The Dow Jones Industrial Average gained 0.7%, the S&P 500 Index rose 1.1%, and the NASDAQ Composite climbed 2.3%. The Russell 2000 small-capitalization index lost 0.5%.

The final quarter of 2023 saw global equity markets riding a wave of optimism. Central to this was the growing belief that interest rates, which the Federal Reserve hiked to combat inflation, might soon be cut. The U.S. stock market exemplified this trend, as evidenced by surges in the major indexes such as the S&P 500.

The major U.S. stock market indexes were down last week. The Russell 2000 small-capitalization index fell 3.75%, the NASDAQ Composite was down 3.25%, the S&P 500 decreased by 1.52%, and the Dow Jones Industrial Average lost 0.59%.

The major U.S. stock indexes posted mixed performance last week. The Dow Jones Industrial Average was up 0.81%, the S&P 500 Index gained 0.32%, the NASDAQ increased by 0.12%, and the Russell 2000 small-cap index declined by 0.34%.

The major U.S. stock market indexes continued to rise last week, driven by a combination of positive factors and investor confidence.

The major U.S. stock market indexes were up last week. The Russell 2000 small-capitalization index rose 0.98%, the NASDAQ Composite was up 0.69%, the S&P 500 increased by 0.21%, and the Dow Jones Industrial Average gained 0.01%.

The major U.S. stock indexes rose last week. The Russell 2000 small-capitalization index jumped 3.05%, the Dow Jones Industrial Average gained 2.42%, the S&P 500 increased by 0.77%, and the NASDAQ added 0.38%.

The major U.S. stock market indexes pushed higher again last week. The S&P 500 gained 1.0%, the NASDAQ rose 0.9%, and the Russell 2000 small-capitalization index climbed 0.5%.

The major U.S. stock market indexes were up last week due to a confluence of positive factors and investor confidence. The Russell 2000 small-capitalization index rose 5.42%, the NASDAQ Composite increased by 2.37%, the S&P 500 Index was up by 2.24%, and the Dow Jones Industrial Average gained 1.94%.

The major U.S. stock market indexes were mixed last week. The Dow Jones Industrial Average gained 0.65%, the Russell 2000 small-capitalization index dropped 3.15%, the S&P 500 increased by 1.31%, and the NASDAQ Composite was up 2.37%.

The major U.S. stock indexes made substantial gains last week. The Russell 2000 small-capitalization index jumped 7.56%, the NASDAQ advanced 6.61%, the S&P 500 gained 5.85%, and the Dow Jones Industrial Average increased by 5.07%.

The market endured another challenging week. Last week, the S&P 500 declined by 2.5%, the NASDAQ fell by 2.6%, and the Russell 2000 decreased by 2.61%. This occurred despite bonds showing a mild recovery.

The major U.S. stock market indexes were down last week. The Dow Jones Industrial Average lost 1.61%, the Russell 2000 small-capitalization index dropped 2.26%, the S&P 500 decreased by 2.39%, and the NASDAQ Composite was down 3.16%.

In the third quarter, the U.S. economy demonstrated impressive resilience, fueling optimism for a “soft-landing” scenario (reining in inflation without causing a recession). However, financial markets faced challenges during this time, adjusting to the potential of prolonged higher interest rates.

The major U.S. stock indexes had mixed performance last week. The NASDAQ led performance with a 1.60% gain, the S&P 500 advanced 0.48%, the Dow Jones Industrial Average fell 0.30%, and the Russell 2000 small-cap index lost 2.22%.

The major U.S. stock market indexes had mixed performance last week. The Russell 2000 small-capitalization index rose 0.48%, the NASDAQ Composite gained 0.06%, the S&P 500 fell 0.74%, and the Dow Jones Industrial Average was down by 1.34%.

Market Update 9/25/23

The major U.S. stock market indexes fell significantly last week, keeping in line with the seasonal trend for September. The Russell 2000 fell by 3.82%, the NASDAQ Composite lost 3.62%, the S&P 500 declined by 2.93%, and the Dow Jones Industrial Average was down by 1.89%.

Market Update 9/18/23

The major U.S. stock market indexes were mostly down last week. The S&P 500 decreased by 0.16%, the Dow Jones Industrial Average gained 0.12%, the NASDAQ Composite was down 0.39%, and the Russell 2000 small-capitalization index dropped 0.24%.

Market Update 9/11/23

The major U.S. stock indexes declined last week. The drop was led by the Industrials sector, which lost 2.92%. The Russell 2000 small-capitalization index lost 3.61%, the NASDAQ declined 1.93%, the S&P 500 dipped 1.29%, and the Dow Jones Industrial Average fell 0.75%.

Market Update 9/5/23

The major U.S. stock market indexes gained back some of August’s losses last week. The Russell 2000 small-capitalization index rose 3.63%, the NASDAQ Composite climbed 3.25%, the S&P 500 gained 2.50%, and the Dow Jones Industrial Average increased by 1.43%.

The major U.S. stock market indexes finished mixed last week. The S&P 500 Stock Index rose 0.80%, the NASDAQ rallied 2.26%, and the Russell 2000 lost 0.31%. Bonds rallied after the sharp sell-offs of the previous week.

The major U.S. stock market indexes continued their sell-off last week. The Russell 2000 small-capitalization index fell 3.41%, the NASDAQ Composite lost 2.59%, the Dow Jones Industrial Index was down 2.21%, and the S&P 500 dropped 2.11%.

The major U.S. stock indexes were mostly down last week. The NASDAQ, despite a 3.54% gain in Energy stocks, lost 1.90%; the Russell 2000 Index dropped 1.65%; the S&P 500 fell 0.31%; and the Dow Jones Industrial Average experienced the only gain, climbing 0.62%.

The major U.S. stock market indexes took a breather from recent gains last week. The Dow Jones Industrial Average fell 1.11%, the Russell 2000 small-capitalization index dropped 1.21%, the S&P 500 Index lost 2.27%, and the NASDAQ Composite was down 2.85%.