3rd Quarter Market Review

October 11, 2020

Performance for all sectors of stocks, bonds and real estate were positive in Q3.

Performance for all sectors of stocks, bonds and real estate were positive in Q3. Emerging Markets led the quarter up 9.56%, where Growth and Small Caps led in that sector, followed by the US up 9.21%, where Large Cap Growth led due to the resiliency of the tech leaders during the pandemic. Global real estate had a positive quarter but is the only sector still down for the year. Interest rate changes were mixed both domestically and globally. Yields declined in Treasury’s at terms of 5 years and less and rose at 10 years and plus. Internationally generally long-term bonds outperformed shorter term bonds.

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