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Please note: The Frank Talk articles listed below contain historical material. The data provided was current at the time of publication. For current information regarding any of the funds mentioned in these presentations, please visit the appropriate fund performance page.

Volatility Returned and Small-Caps Soared the First Quarter

April 10, 2018

Although the S&P 500 closed down 1.22 percent in the first quarter of 2018, other asset classes saw positive returns. Frank Holmes discusses how gold and oil rounded out the quarter with positive gains while small-cap stocks outperformed both mid- and large-caps. Frank also comments on the uncertainty in the market due to possible trade wars and rising interest rates.

For Frank’s full take on the first quarter’s performance, watch the video below!

For more of Frank’s thoughts on the domestic market, read his latest piece, Seeking an Antidote to Global Trade Jitters? Check Out These Buying Opportunities!

Frank Talk Live features U.S. Global Investors’ CEO and Chief Investment Officer Frank Holmes as he dives into a new investment topic, from gold mining and global resources to digital currencies and emerging markets. Tune in weekly for updates on these key financial markets.

Want more market insights from Frank Holmes? Subscribe to his award-winning CEO blog Frank Talk by clicking here.

All opinions expressed and data provided are subject to change without notice. Some of these opinions may not be appropriate to every investor.

The S&P 500 Stock Index is a widely recognized capitalization-weighted index of 500 common stock prices in U.S. companies.

Chicago Board Options Exchange (CBOE) Volatility Index (VIX) shows the market's expectation of 30-day volatility.

 

Net Asset Value
as of 04/24/2018

Global Resources Fund PSPFX $5.98 No Change Gold and Precious Metals Fund USERX $7.49 0.07 World Precious Minerals Fund UNWPX $4.28 -0.01 China Region Fund USCOX $11.14 0.06 Emerging Europe Fund EUROX $7.24 -0.01 All American Equity Fund GBTFX $24.99 -0.17 Holmes Macro Trends Fund MEGAX $19.40 -0.09 Near-Term Tax Free Fund NEARX $2.19 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $1.99 No Change