YTD Stock and Bond Market at a Glance – Party’s Over?

by The Wall Street Geek on November 26, 2012 · 5 comments

While stocks have had a raucous time this year, bonds continued to be the designated driver – the safe place where stock investors hid until the stock market became a less of an underground rave and more of an uplifting Karaoke party.

But don’t think that the bond market didn’t also have a great time this year.

Here’s a quick comparison of how the main classes of bonds are performing YTD vs. the US stock market and emerging markets:

YTD returns in the US stock market still outrank the majority of bonds – which shouldn’t be a surprise in a presidential incumbent reelection year.  However, it’s notable how well municipal bonds performed YTD.  High yield corporate bonds’ number, in particular, may be up – those values may be due to fall in 2013.

In my last BlogTalkRadio broadcast, I covered why bond values may fall in 2013.  However, with domestic and international challenges over the next two years (including an unwinding war and post-fiscal cliff US economy), the party may be over in the 2013 stock market and your portfolio may need to turn to a bond designated driver.

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Price CapitalAfter turning $1100 into $7015 in the stock market right out of college, Michelle worked 15 years on Wall Street at Morgan Stanley, Citigroup and Goldman Sachs. She wrote "How to Buy Stocks Online", and is a fee only financial advisor providing investment help in New York City.

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