2006 Charts of the Week
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- 2nd Quarter Markets Review
- MarketView Chart of the Week, posted July 7, 2006
- Capital markets ended the second quarter 2006 with flat to negative returns over the period. The positive results over longer time periods continue to reflect strong economy overseas coupled with a weaker US dollar over the trailing 5 years.
- Consider the Tax Effect
- MarketView Chart of the Week, posted June 30, 2006
- This week, we want to remind you of the long-term benefit of your tax-deferred investment accounts. Simply put, tax-deferred accounts leave more money available for compounding.
- Money Market Fund Assets on the Rise
- MarketView Chart of the Week, posted June 23, 2006
- Because money market funds invest mostly in short-term fixed income securities, their returns benefit from Fed interest rate hikes. As the return has become more attractive, cash has started to flow back to money market funds.
- Yearly Snapshots: 80 Years of Returns in the S&P 500
- MarketView Chart of the Week, posted June 16, 2006
- This graph shows how often calendar year returns of the S&P 500 index fall into different return ranges during the 80 year history. But the graph again illustrates our long advocated belief that investors are rewarded through long-term investment.
- S&P 500 P/E Ratio at Historical Low
- MarketView Chart of the Week, posted June 9, 2006
- The Price/Earnings (P/E) ratio is one of the most widely watched measures of valuation for both the stock market as a whole, and individual stocks. The P/E ratio of the S&P 500 is near 17 and is at a ten-year low after the recent market decline.
- Reduction of Risk Over Time
- MarketView Chart of the Week, posted June 2, 2006
- It's important for investors to remember the market may flucuate in the short-run, sometimes wildly, but returns tend to stabilize in the long-run.
- Market Volatility Up in Recent Weeks
- MarketView Chart of the Week, posted May 26, 2006
- During the past few weeks, market activity has fluctuated across the globe.
- Long-term Focus & the 2% Difference
- MarketView Chart of the Week, posted May 19, 2006
- Increasing the amount you contribute to your retirement account is a proactive way to progress toward your retirement goals. Thanks to compounding, even raising your contribution by as little as two percent can make a significant difference over time.
- Dollar Weakens in 2006
- MarketView Chart of the Week, posted May 12, 2006
- Last year, the US dollar rallied, particularly towards year end, but the pattern has since reversed. Several causes for this have been cited: the Group of Seven leading industrial countries recently expressed concern about global imbalances, including the U.S. trade deficit; also, some analysts feel the Fed will stop its string of interest rate hikes.
- Copper Prices Continue to Break Records
- MarketView Chart of the Week, posted May 5, 2006
- In 2004, copper prices began to rise and are now at more than double their 2004 level. With copper inventories still falling, prices may not rise much further, as copper users turn to less expensive substitute materials.
- Are Higher Quality Stocks Poised for a Comeback?
- MarketView Chart of the Week, posted April 28, 2006
- Historically, the higher the quality of a company, as rated by Standard & Poor’s, the higher the return. However, over the last three years, this pattern has reversed as investors have been eager to buy lower quality stocks.
- Oil Markets Become Complex
- MarketView Chart of the Week, posted April 21, 2006
- In the past, supply and demand forces were the best predictors of price; prices have gone up when supply has gone down. However oil markets are becoming more complex, and since 2004, this relationship is not holding true.
- Life-cycle Funds Attract Assets
- MarketView Chart of the Week, posted April 13, 2006
- The assets in life-cycle funds and the number of fund offerings has increased significantly since 2002 — so much so that in March, Morningstar introduced three new categories for these funds to separate them from other types of asset allocation funds: Target Date 2000-2014, Target Date 2015-2029, and Target Date 2030+
- BRICs & Emerging Markets
- MarketView Chart of the Week, posted April 7, 2006
- Emerging markets have had significantly positive returns recently and four emerging markets, the "BRICs", Brazil, Russia, India, and China, exemplify this.
- Q1 2006 Quarter in Review
- MarketView Chart of the Week, posted March 31, 2006
- The first quarter of 2006 has come to a close and here’s a snapshot of what’s happened in the capital markets
- Rebalancing and Risk
- MarketView Chart of the Week, posted March 24, 2006
- When markets move up and down, the returns from different asset classes can cause a portfolio to be out of balance from the initial allocation.
- Small-Caps Hit New Highs
- MarketView Chart of the Week, posted March 17, 2006
- This week, small-cap stocks soared to new heights as the Russell 2000 Index and S&P 600 Index reached record levels.
- US International Trade in Goods and Services
- MarketView Chart of the Week, posted March 10, 2006
- In January the US imported $68.5 billion more in goods and services than was exported.
- It’s a Small World, After All
- MarketView Chart of the Week, posted March 3, 2006
- In the global village, changes made by other nations' central bankers affect all the world’s players, including US investors. As Japan and other developed economies increase interest rates (earlier this week, the ECB raised the overnight borrowing target rate for the first time in many months), US debt instruments could become less attractive on a relative basis.
- Consider Correlation to Diversify
- MarketView Chart of the Week, posted February 24, 2006
- In theory, an investor would want to hold a portfolio of assets that are negatively correlated to reduce the risk of loss. Sadly, asset classes with perfect negative correlation only exist in theory—and correlations change over time.
- What Housing Bubble?
- MarketView Chart of the Week, posted February 17, 2006
- At first glance, recently released housing start data appears very strong, reaching a level not seen in over thirty years and challenging the notion of a bubble in the housing market. Yet much of this rate of change is due to the weather over the past few months.
- The Deficit vs. Public Debt
- MarketView Chart of the Week, posted February 10, 2006
- Yesterday, the U.S. Treasury auctioned a 30-Year Bond for the first time since August 2001. Since 2001, budget deficits as well as non-budgeted expenditures for disaster relief, military spending and Homeland Security, have accelerated the growth of overall public debt. But US public debt is lower than the average debt to GDP ratio carried by other developed nations.
- The January Barometer - S&P 500 Index
- MarketView Chart of the Week, posted February 3, 2006
- Earlier this week, the S&P 500 closed January 31st up 2.6% for the month. But what this means for the year 2006 remains to be seen—the January Barometer hasn’t held true in three of the past five years.
- Patchwork Chart of Investment Returns
- MarketView Chart of the Week, posted January 27, 2006
- If growth continues to perform as well as it did during the last three quarters of 2005, investment managers and individual investors may see growth funds make a strong return in 2006. Nevertheless, the age old mantra is to stay diversified; performance of asset classes is cyclical and rankings change every year.
- Which Way Do We Look at Performance: Growth vs. Value in 2005
- MarketView Chart of the Week, posted January 20, 2006
- Performance of the Large Growth fund peer category was not as affected by the performance of growth stocks as the Russell 1000 Growth index, and was able to outperform the Large Value Category for the year.
| Displaying stories 26–50 of 52 | |◄ ◄ ► ►| |