Stock markets continued rallying and bond markets took a breather in the first quarter. In our latest research presentation, we take a detailed look at what happened last quarter in the markets and provide our updated market outlook.
Read MoreGlobal stock and bond markets rallied significantly in 2023. In our latest research presentation, we take a detailed look at what happened last year in the markets and provide our 2024 market outlook.
Read MoreStock and bond markets broadly declined in the third quarter amid the continued rise in interest rates. In our latest research presentation, we take a detailed look at what’s happening lately in the markets and provide an updated market outlook.
Read MoreStock markets extended their gains during the second quarter, while bond markets were mixed. In our latest research presentation, we take a detailed look at what’s happening lately in the markets and provide an updated market outlook.
Read MoreAfter material declines in 2022, stocks and bonds posted gains during the first quarter. In our latest research presentation, we take a detailed look at what’s happening lately in the markets and provide an updated market outlook.
Read More2022 was a tumultuous year, characterized by geopolitical tensions, interest rate hikes, and inflation concerns across regions, resulting in significant losses across asset classes - a rare occurrence historically. In our latest research presentation, we take a detailed look at what happened last year in the markets and provide an updated market outlook.
Read MoreWhat at first looked like a turnaround quarter for the markets took a turn for the worse. In our latest research presentation, we take a detailed look at what’s happening lately in the markets and provide an updated market outlook.
Read MoreStocks and bonds worldwide broadly posted negative returns through the end of the second quarter. In our latest research presentation we take a detailed look at what’s happening lately in the markets.
Read MoreAfter an exceptionally calm 2021, we’ve seen a return to a more normal (higher) level of volatility in stock markets so far in 2022. Bonds sustained their worst quarterly decline in decades as the markets reset expectations for how quickly the Federal Reserve and other central banks will raise interest rates.
Read MoreStrong earnings, economic growth, and easy financial conditions all favored risk-based assets which delivered high returns in 2021. On the other hand, fixed income bond assets were challenged (low to slightly negative returns) amid rising interest rates and inflation, while cash earned nearly-zero return.
Read MoreA September sell-off dampened third-quarter returns for global stocks, and bond returns were flat amid a late-quarter surge in rates. Despite increased volatility, stocks are likely to move higher into 2022. Interest rates are set to rise, but at a modest pace, and will still remain relatively low.
Read MoreHow is the economy doing several months into the pandemic? Recent data suggest that the U.S. recovery has decelerated; however, we are still seeing gradual improvement across most indicators we track.
Read MoreIn the short-term, most property types and markets may face noteworthy declines in asking rents and meaningful increases in vacancy rates due to decline in economic activity, but these effects are more likely cyclical than structural or permanent. In the long-term, Capstone’s outlook is either positive or neutral on most commercial real estate sectors.
Read MoreWhat recent market and economic data is telling us about slowing global growth and uncertainty around trade. Bonds outperforming stocks over the last year, reinforcing their importance in balanced portfolios.
Read MoreWhat recent market and economic data is telling us about the looming global economic and earnings growth slowdown amid interest rate increases. 2018 year-end stock market route. The U.S. treasury yield curve nearing inversion.
Read MoreWhat recent market and economic data is telling us about how geopolitical uncertainty has been the major headwind for stocks, despite accelerating corporate earnings and robust economic growth.
Read MoreWhat recent market and economic data is telling us about how growth broadened across all major countries around the world in 2017. The best year for global stock market returns since 2013, and the lowest volatility since 1972.
Read MoreWhat recent market and economic data is telling us about how despite the U.S. economy entering into its eighth year of expansion, growth remains slow and steady. International stocks starting to outperform U.S. stocks - the start of a long-term trend?
Read MoreWhat recent market and economic data is telling us about the health of U.S. service sectors compared to manufacturing sectors. The strength of the U.S. job market. Consumer confidence reaching a 14-year high.
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