Address: 41 University Drive Suite 400, Newtown, PA 18940 Phone: 267-573-1019 Toll free: 877-251-4393 Fax: 267-604-9164 mgarry@yardleywealth.net
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Quarterly Global Stock and Bond Market Updates
For a review of the stock and bond market returns from around the world, please see the following Quarterly
Investment Updates:
3rd Quarter 2011 Quarterly Investment UpdateEquity markets around the world had their worst quarter since the end
of 2008, as investors reacted negatively to the sovereign debt problems in Europe, the budget stalemate in the US, and
poor economic data in most developed countries and in some large emerging countries such as China. The broad US
market lost over 15%.
2nd Quarter 2011 Quarterly Investment Update Despite weaker-than-expected economic data in the US and
Europe’s sovereign-debt crisis, equity markets around the world were little changed in the second quarter. The
broad US market was flat for the quarter.
1st Quarter 2011 Quarterly Investment Update Despite natural disasters in Japan and other countries, increased
political turmoil in the Middle East and North Africa, and rising commodities prices, which could hamper the
economic recovery in developed countries, equity markets around the world had good performance in the first
quarter. The broad US market gained over 6%, with all asset classes delivering positive returns.
4th Quarter 2010 Quarterly Investment Update With few exceptions, equity markets around the world continued
their strong performance in the fourth quarter, and had a second consecutive year of outstanding gains. In the US,
the fourth quarter saw much improved economic and financial data.
3rd Quarter 2010 Quarterly Investment Update The U.S. equity market rallied strongly in the third quarter,
reversing the dismal performance of the second quarter. The broad U.S. market gained over 11% in the quarter,
with most asset classes delivering double-digit positive returns. Performance in other developed markets was
generally good...
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©2006-2011 Yardley Wealth Management, LLC. All rights reserved.
Michael J. Garry, CFP®, JD/MBA, owner of Yardley Wealth Management, LLC,
is an independent Financial Advisor who provides Fee-Only financial planning
services and investment management in Newtown, PA.