The market investing year of 2023 is off to a solid start. Despite some concerns with the liquidity of some banks, ALL equity and fixed income markets were positive in the first quarter. International Developed Stocks were up 8.02% over the quarter followed by the US Market at 7.18%, Emerging Markets at 3.96%, and Global Real Estate at 1.37%. The bond market both in the US and elsewhere had similar returns. The US Bond Market was up 2.96% while Globally ex US was up 2.86%.
Past Quarter Results
- International Stocks +8.02%
- US Stocks +7.18%
- Emerging Market Stocks +3.96%
- US Bonds +2.96%
- Global Ex US Bonds +2.86%
- Global Real Estate +1.37
The past two good quarters have not impacted the 1 year returns sadly. ALL equity and fixed income markets are still negative over the past year. International stocks have the lowest loss at -2.74, followed by the US at -8.58%, Emerging Markets at -10.70%, and Global Real Estate at -20.29%. The local and international bond markets both have not performed well over the past year with Global Ex US at -3.27% and the US Bonds at -4.78%.
Past Year Results
- International Stocks (-2.74%)
- Global Ex US Bonds (-3.27%)
- US Bonds (-4.78%)
- US Stocks (-8.58%)
- Emerging Market Stocks (-10.70%)
- Global Real Estate (-20.29%)
Investors hope to see the trend of 1 year returns move positive and quarterly returns continued strength in the second quarter of 2023 and beyond.