FineMark

JANUARY 17, 2024

The equity market also noted the Fed’s comments as investors piled back into equities and the S&P 500 finished the year up more than 26%. What’s intriguing about the chart in Figure 2 is how differently equities, as measured by the S&P 500, performed under each period, returning a modest 5.7%

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FineMark

JANUARY 20, 2023

After three consecutive quarters of simultaneous losses in both equity and fixed income markets, investors received a reprieve during the fourth quarter. The two-front assault faced by traditional 60% equity and 40% fixed income (60/40) portfolios in 2022 was one of the most severe on record, and the worst seen in many years.

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Economics Portfolio Equities Investors 52

FineMark

APRIL 13, 2023

The first quarter of 2023’s equity market performance (shown in Figure 1, below) exemplifies why such scenarios — and their accompanying dire reports — don’t necessarily beget lower market prices nor should they cause an overreaction. These two factors paint a valuation picture that is less attractive than it had been.

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FineMark

OCTOBER 17, 2023

billion, and ranked #6 on Forbes’ Real-Time Billionaires List (as of 10/11/23), Buffett is widely regarded as the most successful equity market investor of the past century. Equities and the S&P 500 At the onset of each new year, like clockwork, we’re asked for our near-term view. benchmark equity index, the S&P 500.

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FineMark

JULY 13, 2023

Equity markets are justifiably high risk investments, given the historically high returns they afford investors over long investment horizons. Walking a Narrow Path Toward Victory This quarter, equity markets continued their positive ascent, maintaining the trend established during the first quarter.

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