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Q3 2023 Review of the Markets

The third quarter of 2023 was bumpy for most asset classes. U.S. stocks were among the worst performers, with the S&P 500 falling 3.3% and smaller capitalization stocks generally down more. On a year-to-date basis, however, large cap U.S. stocks remain among the best performing asset classes, with the S&P 500 up 13%.
Oct 1, 2023
Investing

Q1 2023 Review of the Markets

A key development during the first quarter was the failure of several large U.S. banks, including Silicon Valley Bank (SVB) and Signature Bank, and the subsequent scrutiny on the U.S. banking system. In addition to the bank failures in the U.S., UBS agreed to purchase Credit Suisse, furthering concerns over the banking system. Ultimately, the U.S. saw the second and third largest bank failures in the country’s history.
Apr 1, 2023