Market insights and analysis

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

1st Quarter | 2021

Market insights and analysis

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Updates on how dynamic, risk-managed investment solutions are performing in the current market environment.

Equities were up in the first quarter despite some market choppiness during the rise. Domestic large-cap stocks were the worst performers, but the S&P 500 Index still gained more than 6.1%. The Russell 2000 small-capitalization index led the pack once again, gaining more than 12.5% for the quarter.

The markets were up last week as we closed out the first quarter of the year. The tech-dominated NASDAQ Composite gained 2.60%, the Russell 2000 was up 1.49%, the S&P 500 gained 1.41%, and the Dow Jones Industrial Average rose 0.24%. The 10-year Treasury bond yield rose 5 basis points to 1.72%, though bonds as an asset class were largely up for the week. Spot gold closed at $1,728.87 for the week, down 0.19%.

The equity markets were mixed last week. The Dow Jones Industrial Average rose 1.82% and the S&P 500 was up 0.81%. The Russell 2000 small-cap index was down 0.40% for the week, and the tech-dominated NASDAQ Composite fell 2.06%. The 10-year Treasury bond yield rose 16 basis points to 1.57%, as Treasury bonds fell significantly for the week. Spot gold closed at $1,700.64, down 1.93%.

Market Update 2/16/21

Equity markets were up last week. The Russell 2000 Index posted the best performance with a 2.51% gain, followed by the NASDAQ composite (+1.73%), the S&P 500 Index (+1.23%), and the Dow Jones Industrial Average (+1.00%). The 10-year Treasury bond yield rose 4.5 basis points to 1.21%, as Treasury bonds fell slightly for the week. Last week, spot gold closed at $1,824.23, up 0.56%.

Equities were up significantly in the fourth quarter despite a dip in October. Domestic large-cap stocks were the worst performers, but the S&P 500 Index still gained more than 11%. The Russell 2000 small-capitalization index led the pack, gaining more than 30% for the quarter. Value stocks outperformed Growth for the quarter. Emerging markets gained over 18% for the quarter, and international developed stocks rose 15.7%.