Financial Professionals

Market Insights

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2013 Capital Markets Summary (Tables)

01/02/2014

Major U.S. Equity Indices –2013 vs 2012 Performance


Index

12/31/13 Close

2013

Q4 2013

2012

S&P 500

1848.36

29.60%

9.92%

13.41%

Nasdaq Composite

4176.59

38.32%

10.74%

15.91%

Russell 2000

1163.64

37.00%

8.37%

14.65%

Dow Jones Industrials

16,576.66

26.50%

9.56%

7.26%


Source: Bloomberg

 

 

Major Global Equity Indices – 2013 Performance

North America

Local Currency

Adjusted to US$

Canada TSX Composite

9.55%

2.25%

Mexico IPC

-2.24%

-3.36%

Brazil Ibovespa

-15.50%

-26.59%

Asia/Pacific

Local Currency

Adjusted to US$

Japan Nikkei 225

56.72%

29.05%

Australia ASX

15.13%

-1.47%

Taiwan TAIEX

11.85%

8.97%

India BSE Sensex 30

7.97%

-4.45%

Hong Kong Hang Seng

2.87%

2.83%

Korea KOSPI

0.72%

1.45%

Indonesia Jakarta Comp

-0.98%

-21.59%

Thailand SET Index

-6.70%

-12.76%

Shanghai Composite

-6.75%

-3.91%

Europe/Middle East/Africa

Local Currency

Adjusted to US$

Ireland ISEQ

33.64%

39.27%

German DAX

25.48%

30.76%

Spain IBEX

21.42%

26.53%

Swiss Market Index

20.24%

23.46%

South Africa FTSE/JSE

19.22%

-3.97%

France CAC 40

17.99%

22.95%

Italy MIB

16.56%

21.46%

United Kingdom FTSE 100

14.43%

16.71%

Israel Tel Aviv

10.29%

18.62%

Russia MICEX

1.94%

89.94%

Czech Prague SE

-4.78%

-8.99%

Cyprus CSE

-10.06%

-6.27%

Turkey BIST National

-13.31%

-27.97%

Source: Bloomberg

 

 


 

S&P 500 (SPX) Sectors –2013 vs 2012 Performance

Index

2013

Q4 2013

2012

Consumer Discretionary

40.88%

10.23%

23.60%

Health Care

39.02%

9.59%

17.37%

Industrials

37.89%

12.62%

14.92%

Financials

33.37%

9.82%

28.42%

Energy

 

23.93%

6.76%

5.20%

Technology

23.88%

11.55%

15.30%

Consumer Staples

23.15%

7.99%

10.74%

Materials

23.12%

10.02%

14.70%

Utilities

8.73%

1.61%

1.04%


Source: Bloomberg

 

 

U.S. Treasury Yields – 2013 vs 2012

Maturity

12/31/13

9/30/13

6/30/13

3/31/13

12/31/12

2 Year

0.38%

0.32%

0.35%

0.24%

0.24%

5 Year

1.74%

1.38%

1.39%

0.76%

0.72%

10 Year

3.028%

2.61%

2.48%

1.84%

1.75%

30 Year

3.968%

3.68%

3.49%

3.10%

2.94%

Source: Bloomberg

 

Global 10-Year Treasury Yields – 2013 vs 2012

Country

12/31/13

12/31/12

Country

12/31/13

12/31/12

Germany

1.92%

1.31%

Spain

4.11%

5.23%

Brazil

4.75%

2.56%

UK

3.02%

1.82%

Italy

4.04%

4.48%

Japan

0.73%

0.79%

France

2.55%

1.98%

Canada

2.75%

1.79%

Mexico

4.07%

2.51%

Australia

4.23%

3.27%

South Korea

3.57%

3.17%

Greece

8.12%

11.28%

Source: Bloomberg

 


 

Global Currencies – 2013 Top and Bottom Performers

10 Major Positive Return Global Currencies

Iceland Krona

11.21%

Israeli Shekel

7.49%

Danish Krone

4.28%

Euro

4.27%

Chinese Renminbi

2.91%

Swiss Franc

2.58%

Polish Zloty

2.43%

British Pound

1.96%

South Korean Won

1.39%

U.S. Dollar

0.49%

10 Major Negative Return Global Currencies

Indonesia Rupiah

-19.54%

South African Rand

-19.27%

Japanese Yen

-17.63%

Turkish Lira

-17.00%

Australian Dollar

-14.06%

Brazilian Real

-13.15%

Indian Rupee

-11.01%

Norwegian Krone

-8.27%

Russian Ruble

-7.13%

Canadian Dollar

-6.59%

Source: Bloomberg

 

 

Spot Commodities – 2013 vs 2012 Pricing and Performance

Type

12/31/13

2013

9/30/13

6/30/13

3/31/13

12/31/12

2012

Gold

$1202.30

-28.07%

$1326.50

$1223.70

$1594.80

$1675.80

6.03%

Silver

$19.370

-35.91%

$21.708

$19.451

$28.323

$30.173

7.74%

WTI Oil

$98.42

7.43%

$102.33

$96.56

$97.23

$91.82

-7.09%

Brent Oil

$110.80

-0.28%

$108.37

$102.16

$110.02

$111.11

3.47%

Nat Gas

$4.230

26.74%

$3.560

$3.565

$4.024

$3.351

12.11%

Copper

$339.65

-7.02%

$3.3230

$3.0505

$3.4020

$3.6525

5.47%

Corn

$422

-30.76%

441 1/2

679 1/4

695 1/4

698 1/4

16.33%

Source: Bloomberg

 

 

Virtus Investment Partners provides this communication as a matter of general information. The opinions stated herein are those of the author and not necessarily the opinions of Virtus, its affiliates or its subadvisers. Portfolio managers at Virtus make investment decisions in accordance with specific client guidelines and restrictions. As a result, client accounts may differ in strategy and composition from the information presented herein. Any facts and statistics quoted are from sources believed to be reliable, but they may be incomplete or condensed and we do not guarantee their accuracy. This communication is not an offer or solicitation to purchase or sell any security, and it is not a research report. Individuals should consult with a qualified financial professional before making any investment decisions.