Financial Professionals

Market Insights

2014 Capital Markets Summary

07/01/2014

Major U.S. Equity Indices – 2014 Capital Markets Summary as of June 30, 2014

Index

6/30/14 Close

2014

Q2 2014

2013

S&P 500®

1960.23

6.05%

4.69%

29.60%

Nasdaq Composite

4408.178

5.55%

4.98%

38.32%

Russell 2000®

1192.96

2.52%

1.70%

37.00%

Dow Jones Industrials

16,826.60

1.51%

2.24%

26.50%

Source: Bloomberg


Major Global Equity Indices – 2014 Capital Markets Summary as of June 30, 2014

North America

Local Currency

Adjusted to US$

Canada TSX Composite

11.19%

10.67%

Mexico IPC

0.02%

0.60%

Brazil Ibovespa

3.22%

10.10%

Asia/Pacific

Local Currency

Adjusted to US$

Japan Nikkei 225

-6.93%

-3.27%

Australia ASX

0.81%

6.67%

Taiwan TAIEX

9.08%

8.91%

India BSE Sensex 30

20.04%

23.66%

Hong Kong Hang Seng

-0.50%

-0.45%

Korea KOSPI

-0.45%

3.44%

Indonesia Jakarta Comp

14.14%

17.17%

Thailand SET Index

14.40%

15.56%

Shanghai Composite

-3.20%

-5.54%

Europe/Middle East/Africa

Local Currency

Adjusted to US$

Ireland ISEQ

3.54%

3.18%

German DAX

2.94%

2.59%

Spain IBEX

10.15%

9.75%

Swiss Market Index

4.29%

4.92%

South Africa FTSE/JSE

10.82%

9.35%

France CAC 40

2.95%

2.60%

Italy MIB

12.21%

11.79%

United Kingdom FTSE 100

-0.08%

3.26%

Israel Tel Aviv

4.43%

5.54%

Russia MICEX

-1.84%

-5.09%

Czech Prague SE

2.04%

1.23%

Greece ASE

4.44%

4.05%

Turkey BIST National

15.76%

17.35%

Source: Bloomberg


S&P 500 (SPX) Sectors – 2014 Capital Markets Summary as of June 30, 2014

Index

2014

Q2 2014

2013

Consumer Discretionary

-0.14%

3.12%

40.88%

Health Care

9.72%

4.00%

39.02%

Industrials

3.44%

3.31%

37.89%

Financials

4.03%

1.79%

33.37%

Energy 

13.10%

12.40%

23.93%

Technology

7.30%

5.50%

23.88%

Consumer Staples

3.82%

3.62%

23.15%

Materials

7.40%

4.99%

23.12%

Utilities

16.57%

6.75%

8.73%

Source: Bloomberg


U.S. Treasury Yields – 2014 Capital Markets Summary as of June 30, 2014

Maturity

6/30/14

12/31/13

9/30/13

6/30/13

3/31/13

2 Year

0.46%

0.38%

0.32%

0.35%

0.24%

5 Year

1.63%

1.74%

1.38%

1.39%

0.76%

10 Year

2.53%

3.028%

2.61%

2.48%

1.84%

30 Year

3.36%

3.968%

3.68%

3.49%

3.10%

Source: Bloomberg


Global 10-Year Treasury Yields – 2014 Capital Markets Summary as of June 30, 2014


Country

6/30/14

12/31/13

Country

6/30/14

12/31/13

Germany

1.24%

1.92%

Spain

2.65%

4.11%

Brazil

4.04%

4.75%

UK

2.67%

3.02%

Italy

2.84%

4.04%

Japan

0.56%

0.73%

France

1.70%

2.55%

Canada

2.23%

2.75%

Mexico

3.32%

4.07%

Australia

3.54%

4.23%

South Korea

3.16%

3.57%

Greece

5.85%

8.12%

Source: Bloomberg


Global Currencies – 2014 Top and Bottom Performers

10 Major Positive Return Global Currencies

New Zealand Dollar

6.70%

Brazilian Real

6.67%

Australian Dollar

5.76%

Japanese Yen

3.95%

South Korean Won

3.75%

British Pound

3.34%

Indian Rupee

2.68%

Indonesian Rupiah

2.49%

Turkish Lira

1.33%

Swiss Franc

0.69%

10 Major Negative Return Global Currencies

Argentine Peso

-19.83%

Chilean Peso

-4.97%

Swedish Krona

-3.65%

Russian Ruble

-3.27%

Chinese Renminbi

-2.40%

South African Rand

-1.37%

Norwegian Krone

-1.04%

Canadian Dollar

-0.44%

EuroCurrency

-0.36%

U.S. Dollar Index

-0.32%

Source: Bloomberg


Spot Commodities – 2014 Capital Markets Summary as of June 30, 2014

Commodity

6/30/14

2014

12/31/13

2013

6/30/13

2012

Gold

$1,322

10.24%

$1,202

-28.1%

$1,224

6.03%

Silver

21.056

8.24%

$19.370

-36%

$19.451

7.74%

WTI Oil

105.37

7.19%

$98.42

7.43%

$96.56

-7.09%

Brent Oil

112.34

1.39%

$110.80

-0.28%

$102.16

3.47%

Nat Gas

4.461

4.94%

$4.230

26.74%

$3.565

12.1%

Copper

320.35

-4.86%

$339.65

-7%

$3.0505

5.5%

Coffee

175.10

49.47%

110.70

-23%

143.80

-37%

Source: Bloomberg

Past performance is not a guarantee of future results.

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.