After nearly two years without a double-digit pullback, the equity markets finally experienced a long awaited 10% correction in the first quarter. After 18 months without so much as a 3% decline, it was inevitable that investors would take a pause to re-evaluate whether the market had gotten ahead of itself. Please read on to review our summary of first quarter performance and our outlook for the rest of 2018.
Click here for Next Capital’s Q1 2018 Commentary
The history books will largely remember 2017 as the first year of Donald Trump’s presidency, a period of political chaos that’s redefined expectations for the executive office. It is more than a bit surprising, then, that 2017 will also go down as the least volatile year on record for financial markets. Please read on to review our summary of fourth quarter performance and our outlook for 2018.
Click here for Next Capital’s Q4 2017 Commentary
Stocks continued their impressive run in the third quarter, as the S&P 500 rose 4.5% and finished each month in positive fashion. This continued the market’s streak without a 5% correction to 318 trading days and the number of consecutive positive months to 12. Please read on to review our summary of third quarter performance and our outlook for the rest of 2017.
Click here for Next Capital’s Q3 2017 Commentary
The second quarter proved to be a good one for investors, with broad-based gains occurring across equity and fixed income markets. Equity markets rose for the seventh straight quarter and have now gone more than a year without a 5% decline from peak value – only the sixth time that have happened since 1950. Please read on to review our summary of second quarter performance and our outlook for the rest of 2017.
Click here for Next Capital’s Q2 2017 Commentary
Financial markets posted robust gains in the first quarter of 2017, buoyed by renewed optimism about the economy under now-President Donald Trump. Please read our review and outlook from the first quarter.
Click Here for Next Capital’s Q1 2017 Commentary
2016 will go down as quite a memorable year in the history of financial markets: one marked by unexpected outcomes and even more unexpected responses to those outcomes. Please read our full review of 2016 and our thoughts on the current market environment.
Click Here for Next Capital’s Q4 2016 Commentary
Financial markets largely calmed down in the third quarter following tremendous volatility in the first half of the year. Please read our review and outlook from the third quarter.
Click Here for Next Capital’s Q3 2016 Commentary
For the first 84 days of the second quarter, global financial markets were relatively well behaved – a respite from the choppy environment that began last May. Unfortunately, the schizophrenic equity markets we endured last August and in January reappeared in the final week of the quarter. On June 23rd, citizens of the United Kingdom voted to end its membership in the European Union – an unexpected outcome that triggered sudden losses across a broad range of markets. Please read our full review of second quarter market action and our thoughts on the second half of the year.
Click Here for Next Capital’s Q2 2016 Commentary
Market volatility picked up substantially in Q1 as equities suffered double digit losses in the first six weeks of 2016. It was a forceful move that left many wondering whether we were destined for a major bear market. Within weeks, however, those fears abated as stocks rebounded just as quickly as they had declined. Please read our full review of first quarter performance and our outlook for the markets, including our discussion on the role of alternative investments within portfolios.
Click Here for Next Capital’s Q1 2016 Commentary