Investment Updates

To stay updated on investment performance, policy changes or other fund-related topics, subscribe to our RSS feed of the posts archived below —

May 2019 Market Review

Following is a summary of the markets and our funds’ performance for the month of May 2019, provided by our Chief Investment Strategist David A. Klassen.

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April 2019 Market Review

Following is a summary of the markets and our funds’ performance for the month of April 2019, provided by our Chief Investment Strategist David A. Klassen.

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March 2019 Market Review

Following is a summary of the markets and our funds’ performance for the month of March 2019, provided by our Chief Investment Strategist David A. Klassen.

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February 2019 Market Review

Following is a summary of the markets and our funds’ performance for the month of February 2019, provided by our Chief Investment Strategist David A. Klassen.

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January 2019 Market Review

Following is a summary of the markets and our funds’ performance for the month of January 2019, provided by our Chief Investment Strategist David A. Klassen.

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December Market Commentary

The following is our perspective on market volatility that has happened since October provided by David A. Klassen, Chief Investment Strategist.

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November 2018 Market Review

Following is a summary of the markets and our funds’ performance for the month of November 2018, provided by our Chief Investment Strategist David A. Klassen. Read more »

October 2018 Market Review

Following is a summary of the markets and our funds’ performance for the month of October 2018, provided by our Chief Investment Strategist David A. Klassen.

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October 2018 Market Commentary

The following is our perspective on the sudden return of volatility to the markets provided by David A. Klassen, Chief Investment Strategist.

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August 2018 Market Review

Following is a summary of the markets and our funds’ performance for the month of August 2018, provided by our Chief Investment Strategist David A. Klassen.

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July 2018 Market Review

Following is a summary of the markets and our funds’ performance for the month of July 2018, provided by our Chief Investment Strategist David A. Klassen.

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Q2 2018 Market and Performance Update

Following is a summary of the markets and our funds’ performance for the second quarter of 2018, provided by our Chief Investment Strategist David Klassen.

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May 2018 Market Review

Following is a summary of the markets and our funds’ performance for the month of May 2018, provided by our Chief Investment Strategist David A. Klassen.

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April 2018 Market Review

Following is a summary of the markets and our funds’ performance for the month of April 2018, provided by our Chief Investment Strategist David A. Klassen.

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Q4 2017 Market and Performance Update

Following is a summary of the markets and our funds’ performance for the fourth quarter of 2017, provided by our Chief Investment Strategist David Klassen.

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November Market Review

Following is a summary of the markets and our funds’ performance for the month of November 2017, provided by our Chief Investment Strategist David Klassen.

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October Market Review

Following is a summary of the markets and our funds’ performance for the month of October 2017, provided by our Chief Investment Strategist David Klassen.

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May Market Review

Following is a summary of the markets and our funds’ performance for the month of May 2017, provided by our Chief Investment Strategist David Klassen.

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Mid-January, 2016 Update

The resumption of selling in global equity markets (including the US) in 2016 has tripped up investors over the short-term. This market action extends a lackluster calendar year 2015, which offered few pockets of returns to support diversified portfolios. Read more »

Market update: What is happening? 

The recent slide in global equity markets, initially centered around China’s slowing growth and policy, has heightened concerns about another financial crisis, especially with 2008 and 2011 still fresh in our minds. Read more »

Higher temperatures, higher volatility

Mid-year review, by David Klassen

The US equity markets finished the first half of 2015 with positive returns. However, the second quarter itself was lackluster, accompanied by a marked increase in volatility late in June. Read more »

2014: A year of simplicity

David A. Klassen, Chief Investment Strategist

Equity and fixed-income markets ended the year with mixed, but still positive results. Global economic and geopolitical concerns resurfaced, and there was more underlying turbulence than indicated by headline results. One business magazine called 2014 the year that nothing worked! A better way to say it might be: the best way to thrive was just to stay simple. Read more »

UCF invests in Green Bonds

UCF and the PBUCC have together invested $20 million in Green Bonds as part of the fixed income portfolio, furthering UCF’s commitment to a low-carbon economy Read more »

Investment Committee meets

UCF’s Investment Committee met in New York on June 16 to review the portfolio’s performance and discuss development of two new fund options for investors. Read more »

Protecting portfolios against higher interest rates

We wanted to take this opportunity to update you on recent market events, especially in the fixed income market, and our strategy to protect UCF portfolios against the possibility of higher interest rates. Read more »

CIO Commentary: 2012 year-end review

For the calendar year 2012, market participants have benefitted from exposure to both equity and fixed income markets. The backdrop, of course, was a fair amount of uncertainty both economically and politically.  Read more »

International equity allocation increases to 50%

One of the advantages United Church Funds’ investors enjoy: the service of an experienced Investment Committee. In consultation with Summit Strategies Group, an external investment consultant, the Committee works year-round to monitor the composition of UCF’s portfolios, the performance of fund managers, and to look ahead to find new opportunities for enhanced returns. Read more »

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