Tagged

2008 Q3 Equity Funds Review

Published on 30 Sep 2008, by Tom Roseen
Equity funds extended their losing streak in September for the fourth consecutive month, with the average equity fund declining 10.97% for the month—the worst one-month return since August 1998.

2008 Q3 Fixed Income Funds Review

Published on 30 Sep 2008, by Jeff Tjornehoj
When we last reflected on quarterly performance we noted that fixed income funds were dangerously close to breaking through the zero mark at the halfway point of 2008 (+0.15%) and that whatever momentum they had at the start of the year was rapidly eroding.

Special Topic: 2008 Q3 Hedge Fund Review

Published on 30 Sep 2008, by Ferenc Sanderson
Our hedge fund analyst discusses performance trends.

2007 Q3 Equity Funds Review

Published on 30 Sep 2007, by Tom Roseen
Despite the rise in volatility, equity mutual funds’ third quarter returns were a pleasant surprise. Equity funds finished on a positive note, with the group posting its strongest monthly return (+4.34%) in September since January 2006.

2007 Q3 Fixed Income Funds Review

Published on 30 Sep 2007, by Jeff Tjornehoj
The headline news in Q3 was undoubtedly the FOMC’s decision to cut the fed funds rate 50 basis points to 4.75%. Throughout the quarter, traders and economists pointed to any number of statistics as evidence of a looming credit crunch and softening in the nation’s economy.

Special Topic: 2007 Q3 Earnings Outlook

Published on 30 Sep 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.

2006 Q3 Equity Funds Review

Published on 30 Sep 2006, by Tom Roseen
Despite a dismal start, equity funds finish quarter strong. While third quarters have been plagued historically by lackluster performance and summer doldrums, this year the third quarter was a memorable one. After getting off to a rocky start in July, both August and September put grins on many investors’ faces.

2006 Q3 Fixed Income Funds Review

Published on 30 Sep 2006, by Jeff Tjornehoj
Bond funds cheer their best quarter in years. Twelve of the 22 domestic taxable bond fund classifications had a third quarter return that met or exceeded their year-to-date performance, meaning that in three months’ time they erased a half-year’s negative return.

Special Topic: 2006 Q3 Earnings Outlook

Published on 30 Sep 2006, by Ashwani Kaul
Reuters Estimates analyst Ashwani Kaul has crunched the numbers and offers listeners a look ahead at corporate estimates, sector by sector.
1