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Q2 2023

July 18th, 2023

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The Q2 2023 Market Review presents a generally positive performance across markets, with U.S. stocks leading with an 8.39% return, outperforming both international developed and emerging markets. Growth stocks outpaced value stocks, and large caps outperformed small caps. U.S. REITs had positive returns, while global ex-U.S. REITs saw declines. Commodities experienced a challenging quarter, with the Bloomberg Commodity Index down 2.56%, driven by sharp declines in zinc and nickel. Bond markets faced rising interest rates, resulting in negative returns for U.S. Treasury bonds, while higher yields were observed across all bond maturities. The report emphasizes the importance of long-term investing and the power of compounding, highlighting how small, consistent investments can grow significantly over time.

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