Below you will find links to our Quarterly Investment Reviews.  These include data and commentary on the global market performance during the quarter, including historical performance data for the global equity, bond and real estate markets. In addition, most quarters include a "topic of discussion" we hope you'll find interesting.  We've included the last year's reviews as well as the year end review for previous years.

3rd Quarter 2024
2nd Quarter 2024
1st Quarter 2024
2023 Annual Market Review
3rd Quarter 2023
2nd Quarter 2023
1st Quarter 2023
2022 Annual Market Review
3rd Quarter 2022
2nd Quarter 2022
1st Quarter 2022
2021 Annual Market Review
3rd Quarter 2021
2nd Quarter 2021