Global Markets Update: Monday, December 3, 2012

As we begin to look toward the end of the year, The World currently has returns of 11.1%, with the US up 12.7% and The World x US up 9.7%.  You can see where the major asset classes stand heading into December in the chart below.
 
 
Looking at the BRICs, India has had a big year so far, up 24%, while Brazil, on the other hand, is down 9.9% in 2012.
 
Moving to US sectors, Consumer Discretion is up 21.6% this year leading all US sectors, with Financials, up 20.8%, in second place.  Utilities, however, remain the only negative sector this year.
 
Keith Hays & Justin Wood
 
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