Research

Research Papers

Summary Attribution

General summary of the current period performance drivers.

 

Research Paper Summary Date

You must be logged in to download files.

US Equity markets resumed their climb in November. For the month, the Russell Midcap Growth Index gained 4.67%.

11/30/2009

You must be logged in to download files.

US Equity markets resumed their climb in November. For the month, the Russell 1000 Growth and S&P 500 Index posted gains of 6.14% and 6.00% respectively.

11/30/2009

You must be logged in to download files.

US Equity markets corrected in the second half of October, as investors questioned the sustainability of growth in economic activity and profits.

10/31/2009

You must be logged in to download files.

US Equity markets corrected in the second half of October, as investors questioned the sustainability of growth in economic activity and profits.

10/31/2009

You must be logged in to download files.

The significant rally in the equity markets that began in early March continued into September, as visibility of a likely second half recovery in econoomiic activity improved.

09/30/2009

You must be logged in to download files.

US Equity markets advanced yet again in September, leading to the best quarterly return for US stocks in some ten years as the Russell 1000 Growth Index and S&P 500 Index gaining 3.42% and 3.73% for the month respectively.

09/30/2009

You must be logged in to download files.

The significant rally in the equity markets that began in early March continued into September, as visibility of alikely second half recovery in economic activity improved.

09/30/2009

You must be logged in to download files.

US Equity markets advanced yet again in September, leading to the best quarterly return for US stocks in some ten years as the Russell Midcap Growth Index gained 5.75% for the month.

09/30/2009

You must be logged in to download files.

US Equity markets continued to rally in August as the Russell 1000 Growth Index and the S&P 500 Index gaining 2.07% and 3.61% for the month respectively. 

08/31/2009

You must be logged in to download files.

US Equity markets continued to rally in August as the Russell Midcap Growth Index and S&P Midcap Index gaining 3.06% and 4.37% for the month respectively. Financials, consumer discretionary, energy, and healthcare all showed strong gains above 3% during the month in both indices.

08/31/2009

Page « First  <  1 2 3 4 5 >  Last »

CALL OR EMAIL

Montag & Caldwell