A runup in interest rates cooled a rally in global stocks this month. The MSCI All-Country World Index (ACWI) hit an all-time high on February 16 and was up over 6.60% mid-month, only to finish February with a more modest 2.32% gain. Inflation worries heightened,...
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Global Market Commentary January 2021
Global equities started the New Year strong, but then faltered by month's end. As of January 21, the MSCI All-Country World Index was up 3.75% for the month and making new all-time highs -- but then sold off and finished the month down 0.45%. In the U.S., the S&P...
Global Market Commentary December 2020
A chaotic 2020 came to a close with global equities climbing 4.64% in December. They ended the year up 16.25%, as the MSCI All-Country World Index (ACWI) finished at an all-time high. The three US bellwethers ā the S&P 500, Dow Jones, and Nasdaq ā also closed the...
Global Market Commentary November 2020
Global equities just experienced a November to remember: The MSCI All-Country World Index (ACWI) jumped 12.33% to record its best month since the index launched back in 1969, as investors rode a wave of upbeat news about impending COVID-19 vaccines. Two U.S....
Global Market Commentary September 2020
Global equities experienced their first monthly decline in five months, falling 3.22% in September, but still managed to post an 8.13% return for the third quarter (Q3). That's especially impressive considering the economic havoc the coronavirus pandemic has brought...
Global Market Commentary August 2020
Global equities continued their climb in August: The MSCI All-Country World Index posted a 6.12% return for the month, besting even the impressive 5.28% return in July. In the U.S., the large-cap S&P 500 Index hit an all-time high and posted its best August...
Summer Streets Program #2 – Options Trading
Watch Perigon's Senior Investment Strategy Jonathan Masse, CFAĀ® talking about Options Trading as a part of The Street Smarts "Summer Streets" program. The Street Smarts (TSS) is an Oakland based nonprofit that provides a unique opportunity for historically...
Summer Streets Program #1 – Alternative Investments
Watch Perigon's Senior Investment Strategy Jonathan Masse, CFAĀ® talking about Alternative Investments as a part of The Street Smarts "Summer Streets" program. The Street Smarts (TSS) is an Oakland based nonprofit that provides a unique opportunity for historically...
Global Market Commentary July 2020
Momentum in global equities continued in July with a 5.28% gain following the 19.2% Q2 return. However, markets continued to show a lopsided rally, with the majority of those gains coming from a handful of the largest names in the U.S. Amazon, Apple, Facebook, and...
Global Market Commentary June 2020
Perigon’s Investment Committee provides an easy-to-digest summary of what happened in global markets during the month of June.