Rockbridge Institutional – April 2026 Market Review
The month of April brought back investors’ appetite for risk. Capital markets seemed to have shrugged off the Middle East turmoil as stocks soared. Here’s the data: Stocks Stocks snapped back in April. The S&P 500, led by the Magnificent Seven, was up 10%. The riskier markets – Russell 2000 and Emerging Markets indices – […]
Rockbridge Institutional – March 2026 Market Review
Increased uncertainty brought on by our bombing of Iran pushed returns down across the board. Here are the indices data for several periods ending March 31, 2026: Note especially: Stocks Stock indices were especially volatile in March, ending down across the board with losses ranging from negative 5% – 13%. International markets were down most, […]
Rockbridge Institutional – February 2026 Market Review
Except for the AI-dominated S&P 500 index, stocks continue to move ahead across a broad front. Bonds reflect a slight drop in longer-term yields. Here’s the data for several periods ending February: Stocks Except for the S&P 500, stock market indices continued their positive trajectory in February. The S&P 500 reported above is a capitalization-weighted […]
Rockbridge Institutional – January 2026 Market Review
Notwithstanding the volatility from political uncertainty, stocks continued to surge ahead this month, especially in non-domestic markets. Here’s the data for periods ending January 2026: Note: Stocks This month a global stock portfolio reflects results from more than technology stocks. The widely quoted capital-weighted S&P 500 returned 1%, under other indices. On the other hand, […]
Rockbridge Institutional – December 2025 Market Review
Notwithstanding ongoing predictions of a correction in AI stocks, markets turned in a good quarter and year. Here’s the data (periods ending December 31, 2025): Note especially: Stocks Stocks surged amid concerns for a correction. The S&P 500, which is a reasonable proxy for AI, continues to push ahead. The Magnificent Seven portfolio (a widely […]
Rockbridge Institutional – November 2025 Market Review
After bouncing back in the last week, stocks ended the month nearly flat. Here’s the data: Note especially: Stocks After some ups and downs, stocks ended the month essentially flat. The S&P 500 results include the effect of a pause in the upward trajectory of the stocks expected to benefit from AI. In the Magnificent […]
Rockbridge Institutional – October 2025 Market Review
Stocks continue to provide extraordinary returns – bond returns above averages. Here’s the data: Note especially: Stocks Stocks continued their upward trajectory in October – our global portfolio earned above 2% (30% annualized). While there remains plenty of uncertainty – inflation, tariff implementation, political dysfunction to name a few – it has had little impact […]
Rockbridge Institutional – September 2025 Market Review
Note especially: Stocks Stocks continue to reward investors. Look at the returns from our equity portfolio – 19% year-to-date. Diversification across several markets contributed to these positive results. Yet, uncertainties remain, including the implementation and impact of tariffs, stock valuations, eventual payoff from massive AI investments, turmoil at the Fed, the path of interest rates, […]
Rockbridge Institutional – August 2025 Market Review
This month stocks are up; bond yields are down, shrugging off uncertainty. Here’s the data: Note especially: Stocks Stocks continue to do well. Volatility remains subdued. The positive results in international markets have contributed to the equity portfolio. Notice that the S&P 500 did not lead the way this month. Small cap stocks face more […]
Rockbridge Institutional – July 2025 Market Review
Stocks provide solid results to investors – diversification is important. Here’s the data: Note especially: Recent stock market returns International Market returns – Developed and Emerging Returns of the S&P 500 Index Results of a diversified equity portfolio Stocks While recent days remind us that stocks are volatile, even with ongoing political uncertainty and the […]