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Quarterly Market Data - June 2026
Equities provided robust returns in Q2, with leadership transitioning away from the mega-cap index heavyweights. Smaller capitalized outfits, particularly those providing specialized components and infrastructure needs within the AI supply chain, offered superior returns.
U.S. Small Caps led Q2 with a 21.15% return for the iShares Russell 2000 ETF. Emerging Market stocks were a close second, posting a 20.46% return.
Brian
2 days ago
Monthly Market Data - April 2026
Equity markets and hard assets all had solid gains in April. Fixed Income was the lone asset class with a negative return.
Emerging Market equities generated the most positive return, followed by U.S. Small Cap stocks. U.S. Large Cap was the third-best performing class.
Real Estate rose sharply, despite an uptick in the yield curve (see below). Commodities rose again, boosted by rising oil prices.
Rising yields weighed on Fixed Income prices.
Brian
May 29