Fourth Quarter 2021 Market Recap, Performance Review and Near-term Outlook

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U.S. stocks rode reopening tailwinds to new all-time highs in 2021, overcoming multiple bouts of risk-off turbulence fueled by Covid-19 variant outbreaks, rising domestic labor costs, global supply-chain disruptions, and the U.S. Federal Reserve’s late-year pivot to a less accommodating tone. Beneath the index-level numbers, however, there was great volatility, dramatic rotations, and in the end significant performance divergence.

This link is to a PDF containing our Q4 2021 Market Recap, Performance Review and Near-term Outlook. This Recap incorporates a broad review of global markets, including a series of directly comparable, globally diversified, balanced portfolio benchmarks constructed by iShares (by Blackrock). The commentary and performance information, coupled with the tabled data will, hopefully, help each reader evaluate their own portfolio performance in proper context with just a few numbers.

As always, I am available at any time, any day of the week, to discuss specific portfolio performance questions with all clients.

A.J. Walker, CFA CFP® CIMA®
Founder, President, and CEO
Lake Jericho, LLC

Third Quarter 2021 Market Recap, Performance Review and Near-term Outlook

Published date View more posts by authorAJ Walker

Year-to-date and one-year returns remain above average, boosted by an overwhelmingly positive first half of 2021. Q3 started strong as well. Global markets continued to advance despite lingering concerns over COVID-19 Delta variant infection rates and a barrage of regulatory crackdowns by the Chinese government.

This link is to a PDF containing our Q3 2021 Market Recap, Performance Review and Near-term Outlook. This Recap incorporates a broad review of global markets, including a series of directly comparable, globally diversified, balanced portfolio benchmarks constructed by iShares (by Blackrock). The commentary and performance information, coupled with the tabled data will, hopefully, help each reader evaluate their own portfolio performance in proper context with just a few numbers.

As always, I am available at any time, any day of the week, to discuss specific portfolio performance questions with all clients.

A.J. Walker, CFA CFP® CIMA®
Founder, President, and CEO
Lake Jericho, LLC

Second Quarter 2021 Market Recap, Performance Review and Near-term Outlook

Published date View more posts by authorAJ Walker

Q2 2021 saw gains in most stock market indexes, with many closing at or near all-time highs. This is not surprising, as markets continue to be driven by meaningful progress on vaccination rates, accommodative monetary policy, record- shattering fiscal stimulus, and strong corporate earnings growth driven by the reheating of global economies.

This link is to a PDF containing our Q2 2021 Market Recap, Performance Review and Near-term Outlook. This Recap incorporates a broad review of global markets, including a series of directly comparable, globally diversified, balanced portfolio benchmarks constructed by iShares (by Blackrock). The commentary and performance information, coupled with the tabled data will, hopefully, help each reader evaluate their own portfolio performance in proper context with just a few numbers.

As always, I am available at any time, any day of the week, to discuss specific portfolio performance questions with all clients. Until then, be well, enjoy your week, and thank you!

A.J. Walker, CFA CFP® CIMA®
Founder, President, and CEO
Lake Jericho, LLC

First Quarter 2021 Market Recap, Performance Review and Near-term Outlook

Published date View more posts by authorAJ Walker

Somehow, we overlooked posting the First Quarter 2021 Market Recap, Performance Review and Near-term Outlook after having pushed it out to clients. Better late than never.

This link is to a PDF containing our Q1 2021 Market Recap, Performance Review and Near-term Outlook. This Recap incorporates a broad review of global markets, including a series of directly comparable, globally diversified, balanced portfolio benchmarks constructed by iShares (by Blackrock). The commentary and performance information, coupled with the tabled data will, hopefully, help each reader evaluate their own portfolio performance in proper context with just a few numbers.

As always, I am available at any time, any day of the week, to discuss specific portfolio performance questions with all clients. Until then, be well, enjoy your week, and thank you!

A.J. Walker, CFA CFP® CIMA®
Founder, President, and CEO
Lake Jericho, LLC