Market Newsletters

Newsletter September 2022

    Overview Equities markets reversed in August, under pressure from an anticipation of more interest rate tightening in the US and elsewhere. The S&P’s 500 lost 4.08%. The Nasdaq Composite dropped 4.53% while the Russell 2000 (Small Cap Index) managed...

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Newsletter August 2022

July was a decidedly good month in an otherwise dismal year. The S&P’s 500 erased its losses from June with a 9.22% performance. The Nasdaq Composite did even better, clocking a 12.39% jump while the Russell 2000 (Small Cap Index) added 10.44%.

Internationally, performances were generally positive, if more muted, due to a relentlessly rising USD. The EPAC BM Index of developed economies rose 5.23% but emerging markets declined with the MSCI (EM) down .25%.

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Newsletter July 2022

June has been the worst month of 2022 for investors, so far. The S&P’s 500 tumbled 8.25%, while the Nasdaq Composite fell 8.65% and the Russell 2000 (Small Cap Index) sunk 9.98%. Internationally, the situation was not better with the EPAC BM Index of developed economies down 10.02%. Meanwhile,
emerging markets did a bit better again in June with the MSCI (EM) down only 6.64%.

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Newsletter June 2022

April turned out to be one of the worst months for investors in recent memory, if we except March 2020, when the magnitude of the Covid pandemic became clear. The S&P’s 500 went down 8.72%. The Nasdaq sunk 13.24% and the Russell 200 (Small Cap Index) lost 9.91%. The situation did not turn out much better internationally where the EPAC BM Index dropped 7.00%.

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Newsletter May 2022

April turned out to be one of the worst months for investors in recent memory, if we except March 2020, when the magnitude of the Covid pandemic became clear. The S&P’s 500 went down 8.72%. The Nasdaq sunk 13.24% and the Russell 200 (Small Cap Index) lost 9.91%. The situation did not turn out much better internationally where the EPAC BM Index dropped 7.00%.

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Newsletter April 2022

Volatility and divergence were the two themes of the month of March for investors. If US equities managed to progress overall, volatility was high and reversals numerous. Meanwhile, as US equities advanced, fixed-income markets suffered some of the largest losses ever seen in such a short amount of time. The chart below illustrates this dichotomy.

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Newsletter March 2022

The beginning of 2022 is proving to be an anxious one for equity investors in the US and across the globe, for a variety of reasons that I will develop later in this newsletter. In February, the S&Ps’ 500 went down 2.99%. The Nasdaq Composite suffered more, with a loss of 3.35%. The Russell 2000 (small caps) did marginally better, registering a milder .72% loss.

Internationally, developed markets declined, with the S&P Epac BMI down 1.72% and emerging markets dropping more, with the MSCI Emerging Markets down 2.99%.

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Newsletter February 2022

The year started anxiously for most investors. Inflation fears coupled with uncertainty about the pace and depth of the Federal Reserve’s monetary response pushed market volatility significantly up. Equities went down across the globe, with few exceptions other than for equity markets tied to oil. The S&Ps’ 500 went down 5.17%. The Nasdaq Composite suffered more with a loss of 8.96%, after entering correction territory earlier In the month. The Russell 2000 (small caps) registered a 9.63% loss. Internationally, developed markets declined with the S&P Epac BMI down 5.80%.

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Newsletter January 2022

Major equity markets performed spectacularly in December. The S&P’s 500 rose 4.48% on a total return basis. Internationally, the EPAC BMI index of developed economies rose 4.78%. The MSCI EM index of emerging markets rose only 1.88%, reflecting the likely greater impact on developing economies of the Omicron variant. Domestically, the Nasdaq Composite suffered comparatively with a meager .74% gain while the Russell 2000 (small caps) did better with a 2.23% performance.

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Newsletter December 2021

During November the S&P’s 500 went down .69% on a total return basis. The Nasdaq Composite managed a small .33% gain and the Russell 2000 (small caps) dropped 4.17%. Internationally,
the rapid rise of the USD caused the EPAC BMI index (developed economies) to slip by about 5% while the MSCI EM (emerging markets) lost 4.08%

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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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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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