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First Quarter 2023 Market Review & Outlook Thumbnail

First Quarter 2023 Market Review & Outlook

Stock markets in the U.S. and around the world rebounded in the first quarter of 2023. After suffering steep losses last year, investors snapped up beaten-down shares. Shares in developed markets ex-U.S. led the way, based on a set of ETF proxies. Vanguard FTSE Developed Markets surged 8.0% in the first three months of the year, closed followed by U.S. shares (VTI), which posted a 7.2% rally. Emerging markets (VWO), by contrast, were far behind with a relatively modest 3.7% gain in Q1.

Bye Bye TINA, We’re Glad to See You Go. Thumbnail

Bye Bye TINA, We’re Glad to See You Go.

Stocks and bonds usually compete for investors’ dollars. But for the last decade or so rock-bottom interest rates have caused many would-be bond buyers to increase their allocations to stocks. The acronym TINA – which stands for “There Is No Alternative” – was coined to describe the rationale for this rotation into equities. The dramatic rise in interest rates means that is no longer the case.

2023 Markets Review & Outlook Thumbnail

2023 Markets Review & Outlook

Financial markets tested investors’ resolve in 2022 to a degree rarely seen in recent years. Diversification and deft money management decisions helped mitigate the pain, but sharp losses weighed on most markets around the world last year.