Monthly Archives: May 2016

Endowment Wealth Management Weekly Capital Markets Update for Week Ended 5/27/2016

Post On May 27, 2016 by

WEEKLY CAPITAL MARKET HIGHLIGHTS: Among equities, international markets, particularly core Europe, outperformed the U.S. markets led by Italy and Spain, both well over 3% on the week. The US market was led by small cap issues. Treasury yields quiet. Despite several hawkish statements by various Fed members, Treasury yields were largely unchanged. Crude oil continued its run higher, despite giving back gains on Friday. Precious metals were down sharply, particularly gold, which is down mo...

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Endowment Index® Posts Gain For Week Ending May 27, 2016

Post On May 27, 2016 by

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,023.32 today, gaining from last Friday's close of 1,008.85. 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 ...

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Endowment Wealth Management Weekly Capital Markets Update for Week Ended 5/20/2016

Post On May 23, 2016 by

WEEKLY CAPITAL MARKET HIGHLIGHTS: Among equities, small caps outperformed large caps, value stocks outperformed growth stocks, domestic stocks beat international stocks, and emerging markets outperformed developed markets. Rate hike on the table for June. In April’s Federal Open Market Committee (FOMC) meeting minutes released this week, the Federal Reserve revealed that a rate increase in June should not be ruled out due to a combination of low inflation, rising employment, and strength...

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Endowment Index® Rises For Week Ending 5/20/2016

Post On May 20, 2016 by

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,008.85 today, gaining from last Friday's close of 1,006.91. 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 ...

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Endowment Wealth Management Weekly Capital Markets Update for Week Ended 5/13/2016

Post On May 16, 2016 by

Weekly Highlights A bad week for retailers. Most department stores reported weak quarterly results and slashed their 2016 guidance, causing their stock prices to nosedive. With strong April retail numbers that indicate consumers are still doing well, the department stores’ struggles appear to be more about the industry itself. Another M&A deal bust. A federal judge sided with the Federal Trade Commission (FTC) to block the merger between Staples and Office Depot, a deal of just...

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EWM Macro Recap-April 2016

Post On May 9, 2016 by

Domestic equity markets were generally higher in April, but dispersion across the various dimensions has begun to re-emerge. Investors dealt with many of the same issues from prior months, including anemic global economic growth; slowing growth in the U.S.; uncertain U.S. interest rate policy and negative interest rates in some other parts of the world; and an unsatisfying domestic political environment. In addition, stock prices have rallied strongly from their mid-February lows, and many inves...

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Endowment Wealth Management Weekly Capital Markets Update For Week Ended 05/06/2016

Post On May 9, 2016 by

WEEKLY CAPITAL MARKET HIGHLIGHTS: Stocks posted modest losses. Broad market indices have retreated in recent sessions, in part due to slowing economic growth. Among equities, small caps under performed large caps; value stocks outperformed growth stocks; and domestic stocks outperformed international equities. Developed markets outperformed emerging markets. European markets dropped more than 3%, partly in reaction to lower commodity prices. Treasury prices were higher. T...

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