Research
Research Papers
Summary Attribution
General summary of the current period performance drivers.
| Research Paper | Summary | Date |
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Stock prices extended their broad market rally in April; the Russell 1000 Growth Index and the S&P 500 Index, advanced 9.60% and 9.57% respectively. |
04/30/2009 |
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The Montag & Caldwell Mid-cap Growth representative portfolio gained 11.64% in April, lagging the S&P 400 Growth Index (+14.06%) and the Russell Mid-cap Growth Index (+14.21%). |
04/30/2009 |
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Stock prices rallied in March. The Fed’s announcement of $300 billion of quantitative easing and disclosure of details of the Public-Private Investment Program (PPIP) to deal with legacy bank loan assets and securities provided additional positive sentiment for stock prices as the month progressed. Growth performed slightly better than value from a style perspective and midcap stocks performed better than large and small cap stocks. |
03/31/2009 |
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The year began amid concerns about the accelerating pace of decline in economic activity and uncertainty about the scope and efficacy of both the fiscal stimulus plans and the efforts to revive the financial sector. |
03/31/2009 |
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Equity markets continued their swoon during the first quarter of 2009 as investors attempted to gauge the depth and duration of the global economic downturn balanced against aggressive and growing fiscal and monetary stimulus aimed at stablizing world economies. |
03/31/2009 |
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Stock prices rallied in March. The Fed’s announcement of $300 billion of quantitative easing and disclosure of details of the Public-Private Investment Program (PPIP) to deal with legacy bank loan assets and securities provided additional positive sentiment for stock prices as the month progressed. |
03/31/2009 |
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Selling pressure persisted throughout February in the US equity markets. Financials were again very weak as uncertainty about Government policy toward restructuring of the banking system led to continued selling of bank, brokerage, and insurance stocks. Growth performed significantly better than value from a style perspective and large- and mid-cap stocks performed better than small-cap stocks. |
02/28/2009 |
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Selling pressure persisted throughout February in the US equity markets. Financials were again very weak as uncertainty about Government policy toward restructuring of the banking system led to continued selling of bank, brokerage and insurance stocks. Growth performed significantly better than value from a style perspective and large- and mid-cap stocks performed better than small-cap stocks. |
02/28/2009 |
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January and the New Year saw a resumption of selling pressure in the US equity markets. Financials were especially weak as uncertainty about Government policy toward restructuring of the banking system led to another wave of selling of bank stocks. In addition, large and mid-cap performed better than small-cap stocks. |
01/30/2009 |
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January and the New Year saw a resumption of selling pressure in the US equity markets. Financials were especially weak as uncertainty about Government policy toward restructuring of the banking system led to another wave of selling of bank stocks. Growth performed significantly better than value from a style perspective. In addition, large and mid-cap performed better than small cap stocks. |
01/30/2009 |
