Global Markets Update: July 1, 2013

We are halfway through the year, and really only two of the world's five main asset classes have made any money - US Stocks & Real Estate.  Real Estate was even almost negative a few weeks ago.


The World was down 1.2% for Q2, but it's up 4.7% year-to-date.  The US was up 2.2% for the quarter and is up 12.5% this year.  On the other hand, the World x US was down 4.2% for Q2 and is now down 1.7% in 2013.

Here in the US, Healthcare, Consumer Discretion & Financials lead all US sectors for the quarter and the year.  Also, Small Caps are winning the style box return race halfway through 2013.


Keith Hays & Justin Wood

If you are a subscriber to HaysAdvisory.com, click here to read our recent reports.  If you would like to learn more about the research and commentary offered by Hays Advisory, click here.

Please see important disclosures at the bottom of this page.