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Market Index Summary

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by William Pometto
JPMorgan Investment Analytics and Consulting

As of August 2007 (Click to enlarge)
Multiple Asset Class Return Comparison

U.S. Equity

  • Volatility in the U.S. Stock Markets continued throughout the month of August.
  • The Federal Reserve informed the economy that they would step in if need be.
  • Positive inflation data along with reassuring statements from the Fed helped domestic equity indices avoid a third straight month of negative returns.
  • Small cap stocks performed well in August as the Russell 2000 index was up 2.27 percent.
  • The NASDAQ Composite was also among the top equity performers, finishing up 1.97 percent for the month.

International Equity

  • International equity markets posted predominantly negative returns in August.
  • Uncertainty over the future of the U.S. economy helped contribute to the falling returns of global markets.
  • Despite falling 2.09 percent in August, the MSCI Emerging Markets Free index is up 21.43 percent since the start of 2007.

Fixed Income

  • Volatility was seen in the Fixed Income markets as well this month.
  • Bond markets rallied, led by weak economic activity data and credit concerns.
  • Treasury yields dropped as investors sought safety.

Real Estate

  • Housing prices continued to fall as consumers are still having difficulty obtaining mortgages.
  • After posting six straight months of negative returns, the MSCI REIT index finished the month up 6.59 percent.

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