Market Newsletters

Newsletter November 2021

Equity markets bounced back up with a vengeance in October. The S&Ps’ 500 was up 7.01%, the Nasdaq Composite up 7.29% and the Russell 2000 (small caps) 5.95%. Internationally, the performance of the EPAC BMI index (developed economies) paled in comparison with a mediocre 1.91%. The MSCI EM (emerging markets) was worse with a .99% monthly performance.

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Newsletter October 2021

A confluence of factors caused equity markets to fall in September. The S&P’s 500 went down 4.65% on a total return basis. The Nasdaq Composite was down 5.27% and the Russell 2000 (small caps) 2.95%. Internationally, the EPAC BMI index slipped 3.31% while the MSCI EM (emerging markets) lost 3.95%. A rising USD did not help European equity markets. The USD was up 2% in September against the Euro and is up 5.35% so far in 2021.

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Newsletter September 2021

August was yet another spectacular month for equities worldwide. The S&P’s 500 went up 3.04% on a total return basis. The Nasdaq Composite was up 4.08% and the Russell 2000 (small caps) 2.24%.
Internationally, the EPAC BMI index was up 1.55% while the MSCI EM (emerging markets) rose 2.62% and frontier markets registered a positive performance of 3.30%. US fixed income markets went slightly down (from -.20% to -.35%), with the exception of the high yield sector (+.51%).

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Newsletter August 2021

In July, the performance of US equities fluctuated significantly from one sector to another. The S&P’s 500 was up 2.38% on a total return basis. The Nasdaq Composite was also up 1.19% but the Russell 2000 (small caps) was down 3.61%.
Internationally, the EPAC BMI index was up a mere .32% while the MSCI EM (emerging markets) shrunk 6.73% and frontier markets registered a positive performance of.15%.

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Newsletter July 2021

In June, US equities continued to forge ahead, with a return ofgrowth stocks to the fore. The S&P’s 500 was up 2.33%on a total return basisbut the Nasdaq Composite was up even more with a 5.55% performancewhile the Russel2000 (small caps) wasup1.47%. Internationally, arisingUSD hurt developed market equities. The EPAC BMI index was down .97% while …

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Newsletter June 2021

In May, US equities progressed unequally, depending on sectors. The S&P’s 500 was up .70% on a total return basis. But the Nasdaq Composite was down 1.44% while the Russel 2000 inched up a mere .21%. The rotation that has favored “value” and “traditional economy” stocks continued at the expense of the tech sector.

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Newsletter May 2021

April was a blockbuster month for equities worldwide and particularly
in the US as further signs of economic rebound combined with stable interest rates and a good start to the corporate first quarter earnings season encouraged investors to commit more. The S&P’s 500 rose a whopping 5.34% on a total return basis. The Nasdaq Composite was up 5.43%. The Russell 2000 (Small US Caps) was up a more modest 2.10%.
Internationally, investors’ enthusiasm was more contained with the rate of vaccination accelerating but well behind that of the US and an eventual re-opening of economies pushed farther into the future.

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Newsletter April 2021

In March, equities generally continued their progression but not without several reversals along the way. The S&P’s 500 rose a solid 4.38% on a total return basis. The Nasdaq Composite was up a mere .48% as the rotation in favor of “value” stocks continued at the expense of the technology sector. The Russell 2000 (Small US Caps) was up 1.00%.
Internationally, the EPAC BMI (developed economies) was up 1.84% and the MSCI EM (emerging markets) sunk 1.51%.

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Newsletter March 2021

February saw most equity indices rise, sometimes sharply, in spite of a late reversal in the month due to rising interest rates. The S&P’s 500 rose 2.76% on a total return basis while the Nasdaq Composite was up 1.01% and the Russell 2000
(Small US Caps) continued to catch up, rising 6.23%.

Internationally, the broad EPAC BMI (developed economies) was up 2.37% and the MSCI EM (emerging markets) a more modest .76%. The USD was mostly stable against a basket of diversified trading partners’ currencies, although it did rise 1% against the €.

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Newsletter February 2021

January offered a mixed picture for equity markets in general. The S&P’s 500 dropped 1.01% on a total return basis while the Nasdaq Composite was up 1.44% and the Russell 2000 (Small US Caps) rose 5.03%, continuing on its strong year-end trend.

Internationally, the broad EPAC BMI (developed economies) was down .88% but the MSCI EM (emerging markets) rose 3.07%. Unusually when small US capitalization stocks and emerging market equities rally, the USD rose by about 1.33% against a basket of diversified trading partners’ currencies.

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Newsletter January 2021

nertia is a powerful force of nature! Equity markets moved up again in December, following their incredible performance of November. The S&P’s 500 rose 3.84% on a total return basis. The Nasdaq Composite was up 5.71% and the Russell 2000 (Small US Caps) rose even more, with a 8.65% monthly performance. Revived talks, eventually successful, of a stimulus package of a little over $900 billion kept equity markets on their positive trend and pushed all indices up, stateside as well as internationally.

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Newsletter December 2020

The S&P’s 500 rose 10.95% on a total return basis. The Nasdaq Composite was up 11.91% and the Russell 2000 (Small US Caps) rose even more, clocking a 13.82% monthly performance. The removal of uncertainty associated with the US election, the mixed political signal it sent and, more importantly, the announcements by Pfizer and Moderna that they both had developed highly effective vaccines to fight the current pandemic, all contributed to pushing equities to new highs.

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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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