Research

Research Papers

Summary Attribution

General summary of the current period performance drivers.

 

Research Paper Summary Date

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After a strong rally in April and May, the equity markets sold off sharply in June as investors focused on both rising unemployment and commodity prices, especially oil, and as it became more apparent that the global financial system faces an extended period of deleveraging.

06/30/2008

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After a strong rally in April and May, the equity markets sold off sharply in June as investors focused on both rising unemployment and commodity prices, especially oil, and as it became more apparent that the global financial system faces an extended period of deleveraging.

06/30/2008

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US equity markets moved higher in May in spite of higher energy prices, inflation fears and continued questions about the health of the domestic economy.

05/30/2008

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US equity markets moved higher in May in spite of higher energy prices, inflation fears, and continued questions about the health of the domestic economy.

05/30/2008

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The corporate earnings environment in the US continues to deteriorate. Input costs for companies are increasing and consumers are being pinched by higher food and energy costs.

04/30/2008

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US equity markets moved higher in April as signs of stability emerged in the credit markets and the Fed eased interest rates once again.

04/30/2008

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As the year began, the declines in the equity market that started last October accelerated as the credit crisis continued to spread beyond its origins in “subprime mortgages” and fears of a recession rose. 

03/31/2008

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US equity markets turned in slightly negative results in March to close out the worst quarter (performance-wise) in six years. The broad
market, as measured by the S&P 500 Index, declined 0.4% for the month.

03/31/2008

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The S&P 400 and Russell Mid Cap Growth indices declined -8.85% and -10.95%, respectively in March. The M&C Mid Cap Growth Representative Account finished down -11.00.

03/31/2008

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The S&P 400 and Russell Mid Cap Growth indices declined -1.02% and -1.77%, respectively in March. The M&C Mid Cap Growth Representative Account finished down -1.61%, outperforming the Russell Mid-Cap Growth Index but underperforming the S&P 400 Index.

03/31/2008

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