Latest Research: 2021 1Q Market Microscope 3/31/21

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Research

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3/31/21

2021 1Q Market Microscope

Market Microscopes

3/31/21

Small cap stocks have dominated since the market rebounded off early pandemic lows in late March 2020. In fact, the Russell 2000 beat the S&P 500 by 38.5% for the 1-year period ending 3/31/21. That represents the largest performance spread between the two benchmarks since the Russell 2000 was created over 40 years ago. History shows that when the market shifts to favor small caps, the change is often very sharp and fast.

2021 1Q Market Microscope Pdf

3/31/21

Market Facts & Figures from Q1 2021

Facts & Figures

3/31/21

The market’s shift away from the large growth stocks and towards smaller, more value-oriented companies continued in the first quarter. However, S&P 500 remains top-heavy with the dominance of five mega cap growth companies. Credit spreads for both investment grade and high yield bonds have returned to their pre-pandemic lows. Suggesting investors are not as wary of an economic downturn. While unemployment remains elevated compared to pre-pandemic levels, those employed have enjoyed continued wage growth.

2021 1Q Facts & Figures Pdf

3/31/21

2021 // Q1 // Market Environment

Quarterly Market Environment

3/31/21

2021 // Q1 // Market Environment Pdf

3/31/21

Monthly Index Report // 3.31.2021

Monthly Index Reports

3/31/21

Monthly Index Report // 3.31.2021 Pdf

2/28/21

Monthly Index Report // 2.28.2021

Monthly Index Reports

2/28/21

Monthly Index Report // 2.28.2021 Pdf

1/31/21

Monthly Index Report // 1.31.2021

Monthly Index Reports

1/31/21

Monthly Index Report // 1.31.2021 Pdf

12/31/20

Q4 2020 Market Environment

Quarterly Market Environment

12/31/20

Pdf

12/31/20

Monthly Index Report // 12.31.2020

Monthly Index Reports

12/31/20

Pdf

12/31/20

MARKET FACTS AND FIGURES FROM Q4 2020

Facts & Figures

12/31/20

The market recovery continued in the fourth quarter. Stocks in the beaten-down Travel & Tourism sector rebounded sharply on news of an effective Covid vaccine. Small caps and Value stocks finally had their turn in the lead after a long period of outperformance by Large Caps and Growth stocks. Total employment in the US has seen a nice rebound, however there are still about 10 million fewer people working than before the pandemic hit.

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12/31/20

2020 Q4 Stock Market Resurgence

Market Microscopes

12/31/20

The stock market saw a resurgence of volatility in 2020 thanks to the pandemic. The S&P 500 was up or down 1% or more on 109 days, which was the highest number since 2011. However, it was still fewer 1% days than in the previous two recessionary periods (2002 and 2007-2008).

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11/30/20

Monthly Index Report // 11.30.2020

Monthly Index Reports

11/30/20

Pdf

10/30/20

Monthly Index Report // 10.31.2020

Monthly Index Reports

10/30/20

Pdf

9/30/20

2020 3Q A Relatively Small Number Of Stocks Are Propping Up The S&P 500 In 2020

Market Microscopes

9/30/20

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9/30/20

MARKET FACTS AND FIGURES FROM Q3 2020

Facts & Figures

9/30/20

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9/30/20

2020 // Q3 // market environment

Quarterly Market Environment

9/30/20

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9/30/20

Monthly Index Report // 9.30.2020

Monthly Index Reports

9/30/20

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8/31/20

Monthly Index Report // 8.31.2020

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8/31/20

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7/31/20

Monthly Index Report // 7.31.2020

Monthly Index Reports

7/31/20

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7/1/20

2020 2Q Growth's Outperformance Versus Value Approaching "Tech Bubble" Level

Market Microscopes

7/1/20

Across the global equity markets, the outperformance of growth relative to value is at or approaching an all-time high.

Show me how! Pdf

7/1/20

Market Facts and Figures from Q2 2020

Facts & Figures

7/1/20

In the US, smaller growth stocks were the top performers in the second quarter. Oil prices rebounded significantly over the course of the second quarter.

How come? Pdf

7/1/20

2020 // Q2 // Market Environment

Quarterly Market Environment

7/1/20

Global stock markets came roaring back in the second quarter, with all major categories up 14% or more.

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6/30/20

Monthly Index Report // 6.30.2020

Monthly Index Reports

6/30/20

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5/31/20

Monthly Index Report // 5.31.2020

Monthly Index Reports

5/31/20

Lorem ipsum dolor sit amet. The monthly index report shows how stocks have performed over the time frame of a month to 10 years.

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4/30/20

Monthly Index Report // 4.30.2020

Monthly Index Reports

4/30/20

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4/1/20

2020 1Q S&P 500 Price Index Returns After a Bear Market

Market Microscopes

4/1/20

Since 1950, how has the S&P 500 Price Index performed after reaching the point of a "bear market"?

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4/1/20

Market Facts and Figures from Q1 2020

Facts & Figures

4/1/20

In the US, Larger Caps and Growth stocks outperformed Smaller Cap and Value. Lower-quality Corporate bonds greatly underperformed higher-rated issues, and the price of gold was also falling as stocks fell in March.

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4/1/20

2020 // Q1 // Market Environment

Quarterly Market Environment

4/1/20

The coronavirus pandemic left global equity markets reeling in the first quarter of 2020. The market decline was severe enough that the trailing 5-year return for some indexes turned negative.

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3/31/20

Monthly Index Report // 3.31.2020

Monthly Index Reports

3/31/20

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2/29/20

Monthly Index Report // 2.29.2020

Monthly Index Reports

2/29/20

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1/31/20

Monthly Index Report // 1.31.2020

Monthly Index Reports

1/31/20

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12/31/19

2019 4Q Growth & Value "Eras" In US Large Cap Stocks

Market Microscopes

12/31/19

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12/31/19

MARKET FACTS AND FIGURES FROM Q4 2019

Facts & Figures

12/31/19

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12/31/19

2019 // Q4 // market environment

Quarterly Market Environment

12/31/19

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12/31/19

Monthly Index Report // 12.31.2019

Monthly Index Reports

12/31/19

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11/30/19

Monthly Index Report // 11.30.2019

Monthly Index Reports

11/30/19

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10/31/19

Monthly Index Report // 10.31.2019

Monthly Index Reports

10/31/19

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9/30/19

2019 3Q US Trading Partners By The Numbers

Market Microscopes

9/30/19

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9/30/19

MARKET FACTS AND FIGURES FROM Q3 2019

Facts & Figures

9/30/19

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9/30/19

2019 // q3 // market environment

Quarterly Market Environment

9/30/19

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9/30/19

Monthly Index Report // 9.30.2019

Monthly Index Reports

9/30/19

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8/31/19

Monthly Index Report // 8.31.2019

Monthly Index Reports

8/31/19

Let's see why Pdf

7/31/19

Monthly Index Report // 7.31.2019

Monthly Index Reports

7/31/19

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6/30/19

2019 2Q Don't Be Nervous About A New All-Time Market High

Market Microscopes

6/30/19

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6/30/19

MARKET FACTS AND FIGURES FROM Q2 2019

Facts & Figures

6/30/19

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6/30/19

2019 // q2 // market environment

Quarterly Market Environment

6/30/19

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6/30/19

Monthly Index Report // 6.30.2019

Monthly Index Reports

6/30/19

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5/31/19

Monthly Index Report // 5.31.2019

Monthly Index Reports

5/31/19

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4/30/19

Monthly Index Report // 4.30.2019

Monthly Index Reports

4/30/19

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3/31/19

2019 1Q Breaking Down U.S. Inflation

Market Microscopes

3/31/19

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3/31/19

MARKET FACTS AND FIGURES FROM Q1 2019

Facts & Figures

3/31/19

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3/31/19

2019 // q1 // market environment

Quarterly Market Environment

3/31/19

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3/31/19

Monthly Index Report // 3.31.2019

Monthly Index Reports

3/31/19

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2/28/19

Monthly Index Report // 2.28.2019

Monthly Index Reports

2/28/19

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1/31/19

Monthly Index Report // 1.31.2019

Monthly Index Reports

1/31/19

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12/31/18

2018 4Q Volatility Back To Normal

Market Microscopes

12/31/18

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12/31/18

MARKET FACTS AND FIGURES FROM Q4 2018

Facts & Figures

12/31/18

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12/31/18

2018 // Q4 // market environment

Quarterly Market Environment

12/31/18

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12/31/18

Monthly Index Report // 12.31.2018

Monthly Index Reports

12/31/18

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11/30/18

Monthly Index Report // 11.30.2018

Monthly Index Reports

11/30/18

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10/31/18

Monthly Index Report // 10.31.2018

Monthly Index Reports

10/31/18

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9/30/18

2018 3Q The New "Communication Services" Sector

Market Microscopes

9/30/18

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9/30/18

MARKET FACTS AND FIGURES FROM Q3 2018

Facts & Figures

9/30/18

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9/30/18

2018 // q3 // market environment

Quarterly Market Environment

9/30/18

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9/30/18

Monthly Index Report // 9.30.2018

Monthly Index Reports

9/30/18

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8/31/18

Monthly Index Report // 8.31.2018

Monthly Index Reports

8/31/18

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7/31/18

Monthly Index Report // 7.31.2018

Monthly Index Reports

7/31/18

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6/30/18

2018 2Q The Changing Face Of The Emerging Markets

Market Microscopes

6/30/18

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6/30/18

MARKET FACTS AND FIGURES FROM Q2 2018

Facts & Figures

6/30/18

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6/30/18

2018 // q2 // market environment

Quarterly Market Environment

6/30/18

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6/30/18

Monthly Index Report // 6.30.2018

Monthly Index Reports

6/30/18

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5/31/18

Monthly Index Report // 5.31.2018

Monthly Index Reports

5/31/18

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4/30/18

Monthly Index Report // 4.30.2018

Monthly Index Reports

4/30/18

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3/31/18

2018 1Q WHAT HAPPENS AFTER A MARKET CORRECTION?

Market Microscopes

3/31/18

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3/31/18

MARKET FACTS AND FIGURES FROM Q1 2018

Facts & Figures

3/31/18

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3/31/18

2018 // q1 // market environment

Quarterly Market Environment

3/31/18

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3/31/18

Monthly Index Report // 3.31.2018

Monthly Index Reports

3/31/18

Let's see why Pdf

2/28/18

Monthly Index Report // 2.28.2018

Monthly Index Reports

2/28/18

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1/31/18

Monthly Index Report // 1.31.2018

Monthly Index Reports

1/31/18

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12/31/17

2017 4Q When It Comes To Size, the Bond Market is King

Market Microscopes

12/31/17

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12/31/17

MARKET FACTS AND FIGURES FROM Q4 2017

Facts & Figures

12/31/17

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12/31/17

2017 // q4 // market environment

Quarterly Market Environment

12/31/17

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12/31/17

Monthly Index Report // 12.31.2017

Monthly Index Reports

12/31/17

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11/30/17

Monthly Index Report // 11.30.2017

Monthly Index Reports

11/30/17

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10/31/17

Monthly Index Report // 10.31.2017

Monthly Index Reports

10/31/17

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9/30/17

2017 3Q Are International Small Cap Stocks More Risky Than US Small Caps?

Market Microscopes

9/30/17

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9/30/17

MARKET FACTS AND FIGURES FROM Q3 2017

Facts & Figures

9/30/17

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9/30/17

2017 // q3 // market environment

Quarterly Market Environment

9/30/17

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9/30/17

Monthly Index Report // 9.30.2017

Monthly Index Reports

9/30/17

Let's see why Pdf

8/31/17

Monthly Index Report // 8.31.2017

Monthly Index Reports

8/31/17

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7/31/17

Monthly Index Report // 7.31.2017

Monthly Index Reports

7/31/17

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6/30/17

2017 2Q Breaking Down the MSCI Emerging Markets Index

Market Microscopes

6/30/17

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6/30/17

MARKET FACTS AND FIGURES FROM Q2 2017

Facts & Figures

6/30/17

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6/30/17

2017 // q2 // market environment

Quarterly Market Environment

6/30/17

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6/30/17

Monthly Index Report // 6.30.2017

Monthly Index Reports

6/30/17

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5/31/17

Monthly Index Report // 5.31.2017

Monthly Index Reports

5/31/17

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4/30/17

Monthly Index Report // 4.30.2017

Monthly Index Reports

4/30/17

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3/31/17

2017 1Q THE SHRINKING US STOCK MARKET

Market Microscopes

3/31/17

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3/31/17

MARKET FACTS AND FIGURES FROM Q1 2017

Facts & Figures

3/31/17

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3/31/17

2017 // q1 // market environment

Quarterly Market Environment

3/31/17

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3/31/17

Monthly Index Report // 3.31.2017

Monthly Index Reports

3/31/17

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2/28/17

Monthly Index Report // 2.28.2017

Monthly Index Reports

2/28/17

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1/31/17

Monthly Index Report // 1.31.2017

Monthly Index Reports

1/31/17

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12/31/16

2016 4Q Don’t Be Nervous About A New All-Time Market High

Market Microscopes

12/31/16

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12/31/16

MARKET FACTS AND FIGURES FROM Q4 2016

Facts & Figures

12/31/16

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12/31/16

2016 // q4 // market environment

Quarterly Market Environment

12/31/16

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12/31/16

Monthly Index Report // 12.31.2016

Monthly Index Reports

12/31/16

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11/30/16

Monthly Index Report // 11.30.2016

Monthly Index Reports

11/30/16

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10/31/16

Monthly Index Report // 10.31.2016

Monthly Index Reports

10/31/16

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9/30/16

2016 3Q INVESTING IN SMALL CAP STOCKS

Market Microscopes

9/30/16

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9/30/16

MARKET FACTS AND FIGURES FROM Q3 2016

Facts & Figures

9/30/16

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9/30/16

2016 // q3 // market environment

Quarterly Market Environment

9/30/16

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9/30/16

Monthly Index Report // 9.30.2016

Monthly Index Reports

9/30/16

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8/31/16

Monthly Index Report // 8.31.2016

Monthly Index Reports

8/31/16

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7/31/16

Monthly Index Report // 7.31.2016

Monthly Index Reports

7/31/16

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6/30/16

2016 2Q REIT's - the "new" market sector

Market Microscopes

6/30/16

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6/30/16

MARKET FACTS AND FIGURES FROM Q2 2016

Facts & Figures

6/30/16

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6/30/16

2016 // q2 // market environment

Quarterly Market Environment

6/30/16

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6/30/16

Monthly Index Report // 6.30.2016

Monthly Index Reports

6/30/16

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5/31/16

Monthly Index Report // 5.31.2016

Monthly Index Reports

5/31/16

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4/30/16

Monthly Index Report // 4.30.2016

Monthly Index Reports

4/30/16

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3/31/16

2016 1Q "Tactical" OFTEN means just plain wrong

Market Microscopes

3/31/16

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3/31/16

MARKET FACTS AND FIGURES FROM Q1 2016

Facts & Figures

3/31/16

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3/31/16

2016 // q1 // market environment

Quarterly Market Environment

3/31/16

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3/31/16

Monthly Index Report // 3.31.2016

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3/31/16

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2/29/16

Monthly Index Report // 2.29.2016

Monthly Index Reports

2/29/16

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1/31/16

Monthly Index Report // 1.31.2016

Monthly Index Reports

1/31/16

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12/31/15

2015 4q be active where there is less competition

Market Microscopes

12/31/15

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12/31/15

MARKET FACTS AND FIGURES FROM Q4 2015

Facts & Figures

12/31/15

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12/31/15

2015 // q4 // market environment

Quarterly Market Environment

12/31/15

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12/31/15

Monthly Index Report // 12.31.2015

Monthly Index Reports

12/31/15

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11/30/15

Monthly Index Report // 11.30.2015

Monthly Index Reports

11/30/15

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10/31/15

Monthly Index Report // 10.31.2015

Monthly Index Reports

10/31/15

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9/30/15

2015 3Q intra-year stock market declines

Market Microscopes

9/30/15

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9/30/15

MARKET FACTS AND FIGURES FROM Q3 2015

Facts & Figures

9/30/15

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9/30/15

2015 // q3 // market environment

Quarterly Market Environment

9/30/15

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9/30/15

Monthly Index Report // 9.30.2015

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9/30/15

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8/31/15

Monthly Index Report // 8.31.2015

Monthly Index Reports

8/31/15

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7/31/15

Monthly Index Report // 7.31.2015

Monthly Index Reports

7/31/15

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6/30/15

2015 2Q TOP PERFORMERS TRAIL SOMETIMES

Market Microscopes

6/30/15

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6/30/15

MARKET FACTS AND FIGURES FROM Q2 2015

Facts & Figures

6/30/15

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6/30/15

2015 // q2 // market environment

Quarterly Market Environment

6/30/15

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6/30/15

Monthly Index Report // 6.30.2015

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6/30/15

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5/31/15

Monthly Index Report // 5.31.2015

Monthly Index Reports

5/31/15

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4/30/15

Monthly Index Report // 4.30.2015

Monthly Index Reports

4/30/15

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3/31/15

2015 1Q rebalancing a portfolio

Market Microscopes

3/31/15

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3/31/15

MARKET FACTS AND FIGURES FROM Q1 2015

Facts & Figures

3/31/15

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3/31/15

2015 // q1 // market environment

Quarterly Market Environment

3/31/15

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3/31/15

Monthly Index Report // 3.31.2015

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3/31/15

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2/28/15

Monthly Index Report // 2.28.2015

Monthly Index Reports

2/28/15

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1/31/15

Monthly Index Report // 1.31.2015

Monthly Index Reports

1/31/15

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12/31/14

4q facts and figures from 2014

Market Microscopes

12/31/14

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12/31/14

4q facts and figures from 2014

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12/31/14

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12/31/14

2014 // q4 // market environment

Quarterly Market Environment

12/31/14

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12/31/14

Monthly Index Report // 12.31.2014

Monthly Index Reports

12/31/14

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11/30/14

Monthly Index Report // 11.30.2014

Monthly Index Reports

11/30/14

Let's see why

10/31/14

Monthly Index Report // 10.31.2014

Monthly Index Reports

10/31/14

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9/30/14

2014 3Q High Volatility Funds

Market Microscopes

9/30/14

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9/30/14

2014 // q3 // market environment

Quarterly Market Environment

9/30/14

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9/30/14

Monthly Index Report // 9.30.2014

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9/30/14

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8/31/14

Monthly Index Report // 8.31.2014

Monthly Index Reports

8/31/14

Let's see why

7/31/14

Monthly Index Report // 7.31.2014

Monthly Index Reports

7/31/14

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6/30/14

2014 2Q Mutual Funds vs ETFs

Market Microscopes

6/30/14

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6/30/14

2014 // q2 // market environment

Quarterly Market Environment

6/30/14

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6/30/14

Monthly Index Report // 6.30.2014

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6/30/14

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6/30/14

Monthly Index Report // 5.31.2014

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6/30/14

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4/30/14

Monthly Index Report // 4.30.2014

Monthly Index Reports

4/30/14

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3/31/14

2014 1Q Comparison of US Bond Indexes

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3/31/14

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3/31/14

Monthly Index Report // 3.31.2014

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3/31/14

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2/28/14

Monthly Index Report // 2.28.2014

Monthly Index Reports

2/28/14

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1/31/14

Monthly Index Report // 1.31.2014

Monthly Index Reports

1/31/14

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12/31/13

2013 4Q Stock market volatility

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12/31/13

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12/31/13

Monthly Index Report // 12.31.2013

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12/31/13

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11/30/13

Monthly Index Report // 11.30.2013

Monthly Index Reports

11/30/13

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10/31/13

Monthly Index Report // 10.31.2013

Monthly Index Reports

10/31/13

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9/30/13

2013 3Q Breaking Down the S&P 500

Market Microscopes

9/30/13

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8/31/13

Monthly Index Report // 9.30.2013

Monthly Index Reports

8/31/13

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6/30/13

2013 2Q Bond Portfolio Duration

Market Microscopes

6/30/13

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About

At Alpha, we focus on driving better financial and investment outcomes for our clients and their organizations. Using analysis and insights, our goal is to understand, anticipate and be responsive to the unique issues affecting each client. Our holistic view, specialized expertise and deep analytical rigor support the ideas and solutions we recommend.

Our Mission is to provide independent, objective investment advice to help drive better outcomes for our partners.

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Our Team

Our people at Alpha make up a dedicated team of professionals, consisting of consultants and market researchers - all focused on one thing - helping our clients. Here are a few of them:

Bob Bukowski Principal, Senior Consultant

Meet Bob

Tony Jones, CFA Director of Research

Meet Tony
Meet the rest of our talented staff

Get in touch

Looking to hire a firm you can trust? Want to do good work with good people? Or do you just have a few questions about us? Get in touch, and we’ll respond as soon as we are able!

Contact us