News from Prime Buchholz

July 2017 Monthly Market Review

July was another strong month for risk assets amid ample central bank liquidity, stable economic growth, and strong U.S. corporate earnings results.  The environment not only supported global equities, but several marketable real asset categories and below-investment-grade...

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2017 Fiscal Year-End Review

Fiscal year 2017 began with lingering uncertainty caused by a rising tide of populism, notably the Brexit referendum vote that closed out fiscal year 2016.  Rooted in global trade-related economic inequality, a desire to control borders, and national security concerns,...

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June 2017 Monthly Market Review

June marked another positive month for equity markets, with emerging markets (EM) outperforming their developed market counterparts.  U.S. equities improved slightly for the month after a strong start to the year, but the MSCI EAFE Index fell...

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May 2017 Monthly Market Review

Global equity markets continued to gain ground in May, led by non-U.S. developed- and emerging-market equities.  Political corruption generated headlines once again in Brazil, but contagion was limited and the broader market impact was muted.  Political...

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April 2017 Monthly Market Review

Global equity markets continued to rally and exhibit low volatility in April despite an uncertain political environment and a lackluster U.S. GDP report.  While there were gains in several areas, there were further signs of market divergence...

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March 2017 Monthly Market Review

Returns diverged across markets during March.  U.S. equities were relatively flat, but some  asset classes posted strong gains and others declined modestly.  The U.S. dollar (USD) fell relative to most foreign currencies.  This...

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Prime Buchholz Expands Employee Ownership Group

PORTSMOUTH, NH, March 24, 2017 – Prime Buchholz, one of the nation’s leading independent investment consulting firms, is pleased to announce the addition of 14 longtime employees as shareholders of the firm.

This expansion of internal...

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February 2017 Monthly Market Review

February marked another positive month for most risk assets, with several domestic equity indices hitting record levels once again.  Investor sentiment continued to be positive as monetary policies among large central banks remained relatively accommodative and U.S....

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January 2017 Monthly Market Review

The market continues to assess the potential impact of President Donald Trump’s policy initiatives.  A few key trends from late 2016 reversed during January, broadly impacting the capital markets.  After rising post-election, the U.S. dollar ...

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2016 Year-End Review

At the outset, 2016 was underscored by sharp declines in many risk assets amid concerns over global growth, continued oil price weakness, and the pace of slowing growth in China.  Through February 11th, the S&P 500 was down 10.3%...

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November 2016 Monthly Market Review

Donald Trump’s unexpected victory in the U.S. Presidential election had a significant, immediate, and broad impact across the capital markets.  It is unclear precisely how policies will change under Trump’s leadership and whether...

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October 2016 Monthly Market Review

Risk asset performance was mixed in October, after largely exhibiting gains in September.  Outside of positive returns in financials, U.S. equities were broadly lower, led by meaningful weakness in health care and real estate.  U.S....

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September 2016 Monthly Market Review

Most risk assets posted positive absolute returns in September, as large central banks remained accommodative and the Fed continued to hold policy rates steady.  After an extensive review, the Bank of Japan (BoJ) announced a new monetary policy...

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August 2016 Monthly Market Review

Markets were mixed in August and performance between risk assets was diverse.  Unlike several recent meetings, the Federal Reserve’s annual symposium at Jackson Hole on August 25th contained a more hawkish tone, putting upward pressure on...

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July 2016 Monthly Market Review

July was a strong month for equity markets as investors looked past the potential negative impacts of Brexit and equity market volatility abated to more normal levels.  In Japan, officials implemented further fiscal and monetary policy expansion, while...

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Year-End Review

U.S. equities posted strong calendar-year gains once again as the S&P 500 Index and Dow Jones reached record levels on multiple occasions.  However, these advances were far from broad-based across capital markets.  A sharp rally...

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