As we near the end of the first quarter, US & international stocks and real estate are positive for the year so far, while commodities and fixed income are hanging slightly over the ledge in negative territory.
While the broad international stock index is positive for the year, this is without the participation of emerging markets, which are down almost 4% for the year. The BRICs are also all in negative territory now after a rough week.
Looking over to the US, Consumer Staples & Healthcare are at the top of the list for the sectors this year, both up 12.5%. And checking in with the style boxes, we see Mid Cap Value leading, up 12.8%, while large-caps are lagging this year.
Keith Hays & Justin Wood
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