Trillium’s Q2 2014 Market Commentary Now Available to Download
So far in 2014, we have been broadly right on the level of valuation, and somewhat too optimistic about the strength of the economy.
The second quarter of 2014 brought welcome relief to U.S. investors. Large capitalization stocks, as measured by the S&P 500, returned 5.05% for the quarter, bringing the year to date return to 7.03%. Small and mid-sized stocks, as measured by the S&P 1000, returned a still-respectable 3.65%, while the Barclays Government/Credit Bond Index returned 1.23%. Stock returns strengthened through the quarter, with May and June results substantially better than April’s…
You can download Trillium’s complete Market Commentary for the second quarter of 2014 here.