Research
Research Papers
Summary Attribution
General summary of the current period performance drivers.
| Research Paper | Summary | Date |
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US Equity markets moved higher yet again in October as investors anticipate additional quantitative easing measures from the Federal Reserve in the coming days. The Russell 1000 Growth and S&P 500 indices advanced 4.78% and 3.81% respectively with all sectors showing positive returns for the month. Sectors containing cyclical stocks: materials, energy, and financials were the best performing sectors while telecomm and utilities lagged in terms of performance for both indices. |
10/29/2010 |
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US Equity markets moved higher yet again in October as investors anticipate additional quantitative easing measures from the Federal Reserve in the coming days. The Russell Midcap Growth and S&P Midcap indices advanced 3.91% and 3.45% respectively with all sectors showing positive returns for the month. |
10/29/2010 |
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US Equity markets advanced sharply in September as investors threw seasonal tendencies to the waste bin and bought stocks. The Russell 1000 Growth and S&P 500 indices advanced 10.65% and 8.92% respectively with all sectors showing positive returns for the month. |
09/30/2010 |
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US Equity markets advanced sharply in September as investors threw seasonal tendencies to the waste bin and bought stocks. The Russell Midcap Growth and S&P Midcap indices advanced 12.09% and 11.31% respectively with all sectors showing positive returns for the month. |
09/30/2010 |
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For the September quarter, the Montag & Caldwell Large Cap Growth Representative Equity Account generated strong double digit absolute returns (+10.36%). However, it did trail both the S&P 500 Index (+11.29%) and the Russell 1000 Growth Index (+13.00%) as many of the themes that have driven the markets over the past 18 months remained in place. |
09/30/2010 |
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For the September quarter, the Montag & Caldwell Mid Cap Growth Representative Equity Account generated strong double digit absolute returns (+13.0%). However, it did trail the Russell Midcap Growth Index (+14.7%) and S&P 400 Midcap Index (+13.1%) as many of the themes that have driven the markets over the past 18 months remained in place. |
09/30/2010 |
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August was a difficult month for US equities as investors focused on the continued deceleration in global economic activity. With the exception of the telecommunications sector, all sectors in both the Russell 1000 Growth and S&P 500 indices were negative with industrials, financials, and technology declining the most. |
08/31/2010 |
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August was a difficult month for US equities as investors focused on the continued deceleration in global economic activity. All sectors in the Russell Midcap Growth were negative for the month with industrials, energy, and telecommunications declining the most. |
08/31/2010 |
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July proved to be a good month for US Equity investors as initial Q2 earnings reports came in better than expected, the Euro gained against the dollar for the first time this year, and interest rates moved lower. |
07/31/2010 |
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July proved to be a good month for US Equity investors as initial Q2 earnings reports came in better than expected, the Euro gained against the dollar for the first time this year, and interest rates moved lower. |
07/31/2010 |
