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2008 Q2 Equity Funds Review

Published on 30 Jun 2008, by Tom Roseen
Despite posting plus-side returns during April (+5.16%) and May (+2.65%), in June equity funds suffered their worst one-month decline (-7.50%) since September 2002. But for the quarter the group managed to remain close to the breakeven mark, shedding just 0.15% of its value.

2008 Q2 Fixed Income Funds Review

Published on 30 Jun 2008, by Jeff Tjornehoj
To read our recent posting on equity fund performance, one might assume fixed income funds would have had a substantial run to the upside, particularly after equities suffered their worst one-month decline (-7.50%) since June 2002…but that would be wrong. Fixed income funds are now dangerously close to breaking through the zero mark year to date (+0.15%), and what momentum they had to start the quarter seems completely gone.

2007 Q2 Equity Funds Review

Published on 30 Jun 2007, by Tom Roseen
Equity fund investors see fireworks in second quarter, but June returns disappoint. After many of the broad-based indices reached new highs on June 1, equity funds fizzled as interest rates rocketed skyward over concerns of increased domestic and global inflation.

2007 Q2 Fixed Income Funds Review

Published on 30 Jun 2007, by Jeff Tjornehoj
Bond funds short on expectations. The economy emerged from its first quarter torpor, not with great vigor, but with enough effort to confound the skeptics.

Special Topic: 2007 Q2 Earnings Outlook

Published on 30 Jun 2007, by Ashwani Kaul
Reuters Estimates analyst Ashwani Kaul has crunched the numbers and offers listeners a look ahead at corporate estimates, sector by sector.
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