Q2 2017 Market review



Q2 2017 was a good quarter for investors overall with stocks and bonds both domestically and internationally providing positive returns. International and emerging market stocks outperformed the US, and US bonds outperformed the global bond market.


For a detailed market overview as well as an article on the effect interest rate changes have on stocks, click here.


Planning note: Many investors have held a significant portion of their investments in the US stock market recently and have been rewarded for doing so. It is easy to forget why including international stocks can be valuable as part of a well-diversified strategy. This most recent quarter is an example of why including international stocks can be beneficial, but that is a very short measure. Going back to 1998, international stocks (as measured by the MSCI EAFE Index) outperformed US stocks (measured by the S&P 500) in 8 of 19 years as well as year-to-date. From 2002-2007 international stocks significantly outperformed with a cumulative return of 123.38% vs. 42.45% for US stocks.





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Rancho Bernardo Financial Planner