David Cohen

Markets were a mixed bag in June. Optimism about the Federal Reserve ending or at least slowing its rate-rising program pushed up the equity markets, with the Large Cap Core Equity category delivering a 6.4% return for the month. Nevertheless, inflation remained persistent, albeit at a lower annualized rate, and the Core Fixed Income category responded with a -0.3% return in June.

David Cohen, Co-Founder of the HANDLS Indexes, two of which are generally correlated with two ETFs from Strategy Shares, recently joined Brad Roth on the "Behind the Ticker" podcast.

The graph and table above provide return data for major income-oriented asset categories for the month of May 2023 and YTD 2023. Returns for...

Despite a banking crisis that occupied the attention of the financial world in April, the broad securities markets turned in a ho-hum performance during the month. The Core Large Cap Equity category delivered a 0.9% return, driven by strong returns in dividend-paying equities. Meanwhile, the Core Fixed Income category generated a 0.6% return in April.

Despite a banking crisis that occupied the attention of the financial world in April, the broad securities markets turned in a ho-hum performance during the month. The Core Large Cap Equity category delivered a 0.9% return, driven by strong returns in dividend-paying equities. Meanwhile, the Core Fixed Income category generated a 0.6% return in April.

The broad securities markets enjoyed a strong March, with equity and fixed income markets alike delivering healthy returns. The Core Large Cap Equity category delivered a 7.3% return for the month, powered by a rebound in beaten-down large-cap technology stocks. Meanwhile, the Core Fixed Income category generated a 2.6% return in March, benefitting from reduced inflation expectations and declining interest rates.

After a strong rally in January, both equity and fixed income markets took it on the chin in February. The Core Large Cap Equity category returned -4.0% as the Federal Reserve’s monetary tightening policy drove concerns about a potential economic slowdown. On the fixed income side, ongoing inflation concerns pushed interest rates higher, dragging the Core Fixed Income category to a -2.8% return.

After a strong rally in January, both equity and fixed income markets took it on the chin in February. The Core Large Cap Equity category returned -4.0% as the Federal Reserve’s monetary tightening policy drove concerns about a potential economic slowdown. On the fixed income side, ongoing inflation concerns pushed interest rates higher, dragging the Core Fixed Income category to a -2.8% return.