Tagged

2008 Q4 Equity Funds Review

Published on 31 Dec 2008, by Tom Roseen
In 2008 equity funds posted their worst one-year return (-39.54%) in Lipper’s database, which began in 1959. The next closest losing year was 1974, when equity funds shed 24.35% of their value. However, a faint light at the end of the tunnel may be in sight.

2008 Q4 Fixed Income Funds Review

Published on 31 Dec 2008, by Jeff Tjornehoj
After a strong first quarter start (+2.17%), the Barclays (formerly Lehman Brothers—remember them?) U.S. Aggregate Total Return Index fell 1.02% in the second quarter and followed that with a minus 0.48% return in Q3 to stand at 0.68% through three quarters. This was followed by a strong rebound in Q4 (+4.58%) to end 2008 5.24% to the good.

2007 Q4 Equity Funds Review

Published on 31 Dec 2007, by Tom Roseen
No Santa Claus rally was evident at the end of 2007. Despite consumers’ stepping up to the cash register and continuing to overstretch their mounting credit-card debt during the holiday season, recessionary worries, fresh geopolitical woes, and liquidity concerns pushed equity fund returns down for the quarter ended December 31, 2007. Equity funds posted their worst quarterly returns since second quarter 2006, declining 2.76%.

2007 Q4 Fixed Income Funds Review

Published on 31 Dec 2007, by Jeff Tjornehoj
As 2007 wound down it was increasingly clear that strains the credit markets would not find relief anytime soon. The subprime mortgage mess, which gave way to weakened housing conditions (although that begs for a “chicken or the egg” comparison) played a large part in the Fed’s decision to cut the Fed Funds rate a full one percentage point in three months to 4.25%

Special Topic: 2007 Q4 Earnings Outlook

Published on 31 Dec 2007, by Ashwani Kaul
Reuters Estimates analyst Ashwani Kaul has crunched the numbers and offers listeners a look ahead at corporate estimates, sector by sector.

2006 Q4 Equity Funds Review

Published on 31 Dec 2006, by Tom Roseen
Equity funds post best returns in three years. Almost 99% of all equity funds posted positive returns in the fourth quarter; the average equity fund was up 15.47% for the year.

2006 Q4 Fixed Income Funds Review

Published on 31 Dec 2006, by Jeff Tjornehoj
Tough times for TIPS, respectable returns the rule. The major themes in the quarter remained intact from previous sessions: future Fed actions, housing, and oil prices
1