Market Commentary - October 2011

Posted on Friday, October 14, 2011

Volume 13, Issue 3:  Read Full Version or Download PDF

Worst Quarter for Stocks in Years. Our Advice: Hang in There!

by R. Kevin O'Keefe, CIMA®, AIF® | Chief Investment Officer

Stocks tumbled in the third quarter with the S&P 500 finishing down 14%. Global indexes suffered their largest percentage decline since the first quarter of 2009. The damage was worst in Europe, where French and German stock indexes both lost more than 25% of their value, their biggest quarterly declines since 2002.  Read more

Flight to Quality Continues. How High Is Up?

by Charles Sandmel AIF®, CFP®

The bond markets both surprised observers and confirmed the long-standing pattern that uncertainty drives investors to high quality. The surprises were 1) that Treasurys rallied despite the downgrade of the USA credit rating while stocks declined; and, 2) that longer-term bonds, which are inherently riskier than shorter-term bonds, outperformed. Since bond prices and yields move in opposite directions, two questions emerge (again)-how high can bonds go and how long will bond market interest rates remain so low? Read more

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