Monthly Archives: February 2018

EWM Weekly Capital Market Highlights for Week Ended 02/23/2018

WEEKLY CAPITAL MARKET HIGHLIGHTS: Trading was light, in a holiday- shortened week due to President’s Day in the US and Asian market closures to celebrate the Lunar New Year. In that context, equities finished relatively flat on the week. Growth stocks outpaced value, while international and emerging markets equities were in line with domestic stocks. Treasury yields continued to be heavily in focus. While the yield on the 10-Year Treasury Note hit a high of 2.95% earlier this week, it ...

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Endowment Index Closes Higher For Week Ended 2/23/2018

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,278.81 today, rising slightly from last Friday’s close of 1,276.18. 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-di...

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EWM Weekly Capital Market Highlights for Week Ended 02/16/2018

WEEKLY CAPITAL MARKET HIGHLIGHTS: Strong equity returns were relatively evenly split across large cap versus small cap, while growth slightly outperformed value. International developed stocks provided similar strong results relative to domestic equities, and emerging market equity returns outpaced those from developed markets. 10-year Treasurys have added nearly five basis points of yield since last Friday’s close of 2.83%, with the largest jump coming on Thursday morning, when higher...

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Endowment Index Posts Gain For Week Ended 2/16/18

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed Friday at 1,276.18, rising from last Friday’s close of 1,235.02. 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-dimensiona...

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EWM Weekly Capital Market Highlights for Week Ended 02/09/2018

WEEKLY CAPITAL MARKET HIGHLIGHTS: Stock markets plunged. The S&P 500 Index nosedived more than 7% during the week, wiping out all of 2018’s gains plus a big chunk of those of fourth quarter 2017.  Among equities, small caps outperformed large caps; growth stocks led value stocks; international stocks outperformed domestic stocks; and emerging markets trailed developed markets. Stock market volatility skyrocketed. After more than doubling on Monday (2/5) from the previous close, t...

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Endowment Index Closes Lower For Week Ended 2/9/2018

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed today at 1,235.02, falling from last Friday’s close of 1,291.53. 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-dimensiona...

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EWM Macro View-January 2018

Domestic equity markets kicked off 2018 with a very strong January, as most stocks experienced gains, and the major equity indices reached new highs throughout the month. This was the best monthly return for the S&P 500 and Dow Jones Industrial Average (DJIA) since March 2016, and the best monthly return for the NASDAQ since October 2015. The DJIA surged above the 25,000 threshold for the first time ever during the first week of January, only to break through 26,000 on January 16, seven trad...

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EWM Weekly Capital Market Highlights for Week Ended 02/02/2018

WEEKLY CAPITAL MARKET HIGHLIGHTS: Equities experienced selling pressure, posting their first weekly loss of 2018, and the largest since 2016. The selling was not limited to any cap or style, as both large and small cap, as well as value and growth each shed over 3-4% on the week. International equities faced similar selling pressure, with emerging markets equities fairing the worst. Treasury yields continued their surge higher, with the yield on the 10-Year Note reaching 2.85% and quickl...

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Endowment Index Closed Lower For Week Ended 2/2/2018

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed today at 1,291.53, falling from last Friday’s close of 1,330.50. 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-dimensiona...

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Endowment Index Updates Asset Allocation for 2018

Link to Press Release Thursday, February 1, 2018 Appleton, WI. The Endowment Index™, calculated by NasdaqOMX® (symbol: ENDOW) has reconstituted and rebalanced its overall asset allocation for 2018 to maintain true representation, as follows: Endowment Index™ 2018 Target Asset Allocation (%) Index updates are effective Thursday, February 1, 2018.  The Endowment Index™ represents the investable opportunity for managers of portfolios utilizing an Endowment investment met...

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