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Archived Quarterly Market Reviews

QMR – 2015 Q4

  • Transition from Haberling Financial Group to HFG Trust
  • Discussion of turbulence in 2015
  • Intended economic growth not seen, despite low rates
  • HFG portfolio strategy
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QMR – 2015 Q2

  • Discussion of risk
  • Averages don’t communicate the entire story
  • Valuation determines future return
  • Valuations are at the top deciles of highs
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QMR – 2015 Q1

  • CFA Society’s Annual Event
  • New brand of Quantitative Easing implemented by European Union
  • HFG’s response to unusual market behavior
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QMR – 2014 Q4

  • 2014 was the 6th straight year of gains for the S&P 500 (13.69%)
  • Since 1928 there have only been three other occurrences of six
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QMR – 2014 Q3

  • S&P 500 and Dow Jones Industrial up 1.13% and 0.51%, respectively for the quarter
  • 10 Year Treasury Yield decreased in the 3Q from 2.58
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QMR – 2014 Q2

  • S&P 500 and DJIA up 5% and 3%, respectively for the quarter
  • 10 Year Treasury Yield declines in 2Q from 2.73% to 2.53%
  • Barclays
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QMR – 2014 Q1

  • Overview of Historical Bubbles
  • Significant amount of IPO activity
  • Slight increase in stock and bond prices for the first quarter
  • New Leadership of the
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