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CANTERBURY
INSIGHTS

 

Asset Class Reports
U.S. stock markets hit new all-time highs in the third quarter even as market volatility picked up in the final weeks of September. Corporate commentary turned cautious and profit warnings cited supply chain constraints and margin compression from multiple industries. European equities significantly outperformed emergi…
Asset Class Reports
U.S. stock markets delivered positive returns in the quarter, supported by the rebound of growth stocks, strong first quarter earnings, and the prospect of a bipartisan deal to increase infrastructure spending. European equities outperformed emerging markets (EM) equities in the quarter. Europe benefitted from the reop…
Asset Class Reports
U.S. stock markets ended the quarter in positive territory supported by an optimistic economic growth outlook and continued vaccine progress. European equities slightly outperformed emerging market (EM) equities in the quarter. Unlike in the U.S. and other Asian countries, slow vaccination progress in Europe is delayin…
Asset Class Reports
U.S. stock markets ended the year at another all-time high, benefiting from a rebound in economic growth and earnings. Emerging markets (EM) equities outperformed European equities for the quarter and year. U.S. core bonds ended the year with positive returns given the Fed’s commitment to QE. Investment grade (IG) and …
Asset Class Reports
U.S. stocks rallied early in the quarter, benefitting from stronger than expected employment numbers, corporate earnings, and monetary support from central banks. Emerging markets (EM) equities doubled the returns of European equities, which lagged the rest of the world. U.S. interest rates stayed range-bound across th…