Monthly Archives: February 2016

Endowment Wealth Management Weekly Capital Markets Update For Week Ended 02/26/2016

WEEKLY CAPITAL MARKET HIGHLIGHTS: Domestic stocks eked out gains, despite weakness early in the week, as GDP numbers were revised higher than expected on Friday. Note that large cap stocks continued to outpace their small cap peers. Global markets also closed slightly higher, with investors looking to the G-20 summit in Shanghai for a plan to push growth. U.S. High Grade Corporate bonds rallied, as top names like Johnson & Johnson, Cisco Systems, and United Health Group went to market...

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Endowment Index® Posts Gain For Week Ended 2/26/2016

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 951.91 today, rising from last Friday's close of 945.88. The Endowment Index® represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index® measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Glob...

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Endowment Wealth Management Weekly Capital Markets Update For Week Ended 02/19/2016

WEEKLY CAPITAL MARKET HIGHLIGHTS: PPI higher than expected, CPI slightly lower. The Producer Price Index (PPI) rose 0.1% in January versus a median forecast of a drop of 0.2%. For the trailing 12 months, however, the Index is down -0.2%. Core PPI, excluding food, energy, and trade services, was up 0.2% for the month and 0.8% for the trailing 12 months. The Consumer Price Index (CPI) for January was flat as falling food and energy prices offset rises in housing and medical care. Excluding foo...

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Endowment Index Posts Gain For Week

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 945.88 today, rising from last Friday's close of 921.17.  U.S. Markets were closed Monday in honor of President's Day. The Endowment Index® represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index® measures performance for a multi-asset, globall...

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Endowment Wealth Management Weekly Capital Markets Update For Week Ended 02/12/2016

WEEKLY CAPITAL MARKET HIGHLIGHTS: Among equities, large caps outperformed small caps; growth stocks led value stocks; domestic stocks outperformed international stocks; and emerging markets beat developed markets. Treasury yields were lower this week. The 10-year Treasury yield fell further over the week, and ended roughly around 1.7%, driven by weak economic data and increased investor preference for safe havens. Commodity indices were mixed. Crude oil prices continued to drop and ended...

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Endowment Wealth Management Weekly Capital Markets Update For Week Ended 02/05/2016

WEEKLY CAPITAL MARKET HIGHLIGHTS: Stock prices fell this week, driven by weak economic data and disappointing corporate earnings results. The January ISM Non-Manufacturing Index tumbled; adding to the concern that weakness of manufacturing sectors is spreading to service sectors. Among equities, large caps outperformed small caps, growth stocks trailed value stocks, domestic stocks under-performed international stocks, and emerging markets beat developed markets. Treasury yields continued...

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