Market Newsletters

Newsletter April 2020

March was a month worthy of the record books. Investors suffered massive losses, on a worldwide basis. No significant asset class was spared. The S&Ps’ 500 lost 12.35%. The Russell 2000 went down 19.49%, while the Nasdaq fared a bit better, going down 10.03%. Internationally all indices dropped, often more than their US counterparts as a result of a rising USD (up 3%). The S&P’s EPAC BMI (developed economies) went down 14.05%. Emerging market indices went down from 15% (MSCI EM) to 22% (MSCI Frontier 100).

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Newsletter March 2020

In February, COVID 19 finally overwhelmed US equity markets. The S&Ps’ 500 lost 8.53%. The Russell 2000 went down 8.67%, while the Nasdaq fared a bit better, going down “only” 6.27%. Internationally all indices dropped, often more than their US counterparts as a result of a rising USD. The S&P’s EPAC BMI (developed economies) went down 9.28%.

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Newsletter February 2020

US equities finished January with contrasted performances. The S&P’s 500 was down .04%, while the Nasdaq Composite finished up 2.03% over the same period. The Russell 2000, meanwhile, was down a sharp 3.21%. Internationally, all indices were down with the S&P’s EPAC BMI (developed economies) weakening 2.39% and the emerging market MSCI EM index down 4.66%. The threat to global economic growth that the Coronavirus epidemic presents explains all of this negativity.

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Newsletter January 2020

Equities finished the year exuberantly. The S&P’s 500 rose 3.02% while the US Small Cap index progressed 2.88% and the Nasdaq Composite 3.63%.
Internationally, the USD declined and made it possible for most indices to rise, sometimes spectacularly. The EPAC BMI (developed economies) rose 3.47%.
In emerging markets the MSCI EM raced upward 7.46% while the Frontier 100 Index rose a solid 3.15%.

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Newsletter December 2019

Equities rose once again in November with US equities, in particular, climbing between 3% and 4% overall. The S&P’s 500 gained 3.63% while the US Small Cap index progressed 4.12% and the Nasdaq Composite 4.64%.

Internationally, the rising USD made it harder for indices to move up as spectacularly. The S&P EPAC BMI (developed economies index) rose only 1.03%. In Emerging markets performance was more contrasted, with the MSCI EM dropping -.14% while the Frontier 100 Index rose a robust 2.77%.

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Newsletter November 2019

After a difficult start, the month of October turned out to be positive for equities around the world. The S&P’s 500 gained 2.17%. The US Small Cap index rose a bit more with the Russell 2000 progressing 2.63%. Internationally, developed equities did well as the US dollar lost value against major currencies. As a consequence, international markets performed generally better than US markets.

The S&P EPAC BMI (developed economies index) rose 3.76%. Emerging markets equities were up too with the MSCI EM rising a solid 4.22% while the Frontier Index inched up .71%.

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Newsletter October 2019

September was a positive month for equities around the world. A lessening of trade tensions between the US and China helped. So did the absolute spanking that Boris Johnson received from the UK parliament, thereby reducing the odds of a hard Brexit. That helped European equities outperform their US counterparts.
The S&P’s 500 gained 1.87% in September. The US Small Cap index rose a bit more with the Russell 2000 progressing 2.08%. Internationally, developed equities did well.

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Newsletter September 2019

In August, the escalation of hostilities between the US and China on trade matters contributed to a sometimes severe negative performance for equity markets around the globe. The S&Ps’ 500 lost 1.58% while the US Small Cap index dropped 4.94%. Internationally, equities declined generally more abruptly. The S&P EPAC BMI (developed markets) shrunk 2.93% during August while emerging markets sunk by 4.88% (MSCI EM).

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Newsletter August 2019

July saw US equity indices generate positive returns, once again. The S&P’s 500 rose by 1.44%. The Nasdaq Composite added 2.15% and the Russell 2000 (US Small Caps) .58%. Internationally, equities declined overall. This was mostly the result of Brexit-related fears in Europe and a rising USD.
The S&P EPAC BMI (developed markets) declined 1.49% during the month of July while emerging markets shrunk by 1.22% (MSCI EM).

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Newsletter July 2019

In June, The Federal Reserve Bank (FED) came to the rescue of equity markets once again and propelled them to new highs. The S&P’s 500 rose by 7.05%. The Nasdaq Composite added 7.51% and the Russell 2000 (US Small Caps) 6.87%. It was more of the same with international markets. The S&P EPAC BMI (developed markets) rose 5.57%, emerging markets were up 6.24% (MSCI EM) and frontier markets a lesser 3.90%.

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Newsletter June 2019

A violent and unexpected setback in the trade negotiations between the US and China sent equities sharply down across the globe in May. The S&P’s 500 dropped 6.35%. The Nasdaq Composite swooned 7.79% while the Russell 2000 (US Small Caps) slumped 7.78%.

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Newsletter May 2019

April was another good month for equity investors! It seems as if the end of 2018 just a bad and now distant dream. The S&P’s 500 rose 4.05% in March. The Nasdaq Composite added 4.77% while the Russell 2000 (US Small Caps) ros 3.81%.

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About Fleurus Investment Advisory

Fleurus Investment Adivisory, LLC is located in Fairfield, CT and serves clients locally and across the country for financial planning and investment management. An initial meeting can be held at our office or we can communicate by phone or virtually with a video call. Use the form here to send us a message so that we can see if we are a fit for your needs.

Fleurus Investment Advisory, LLC
Office Visits By Appointment
Fairfield, CT 06824

(203) 919-4980

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