Most major asset classes generated excellent returns in the fourth quarter. In 2019, the S&P 500 provided one of the largest returns in history. A temporary trade truce with China combined with an accommodative Federal Reserve helped power stocks and bonds higher. Historically, the S&P 500 Index has followed such [...]

The third quarter saw increased volatility with the bond market providing great returns then the stock market. For the first time since 2016, value stocks outperformed growth stocks. In the fourth quarter, we expect increased volatility as the market comes to the realization that the China trade issue is a [...]

The S&P 500 index overcame increased Chinese tariffs, threats of Mexican tariffs and a slowing economy to finish the second quarter up 4.6%. For the first half of the year the S&P 500 index returned 19.56%. At Virtue Asset Management, we believe the S&P 500 is close to fairly valued. [...]

The first quarter of 2019 has started out well with the equity markets rebounding from their 2018 loss. For the first quarter the S&P 500 Index returned 13.65%. The strong return was powered by a price to earnings (P/E) multiple expansion. The P/E ratio started 2019 at 17.89 and ended [...]