Market Matters: September 30, 2024
Global equities advanced in Q3. Monetary easing by several major central banks and a weaker economic outlook led to a rotation favoring value over growth strategies.
Real Assets
Market Matters: August 31, 2024
Fixed income outperformed equities, driven by declining yields as markets became more convinced that major central banks would continue to ease monetary policies.
US Manager Universe Statistics: Second Quarter 2024
This publication presents manager performance for 37 asset classes and substrategies, showing the median, mean, and key percentiles of return. Relevant indexes for each asset class are also included to provide market context.
Market Matters: July 31, 2024
Global equities advanced in July, with performance characterized by a rotation away from large-cap growth stocks in favor of small caps and value.
Review of Market Performance: Fiscal Year 2024
Most risk assets enjoyed strong returns in fiscal year ended June 2024. Developed markets equities led on better-than-expected economic data and the anticipation that central banks would begin easing monetary policies.
Market Matters: June 30, 2024
Global equities advanced, with performance led by tech-heavy markets, including the United States and emerging Asia.
Market Matters: May 31, 2024
Most asset classes rallied in May.
US Manager Universe Statistics: First Quarter 2024
This publication presents manager performance for 37 asset classes and substrategies, showing the median, mean, and key percentiles of return. Relevant indexes for each asset class are also included to provide market context.
Market Matters: April 30, 2024
Global equities and bonds declined in tandem in April, driven by diminished prospects for Federal Reserve rate cuts.
Should Investors Consider Allocating to US Commercial Real Estate Debt?
Yes. A record of roughly $925 billion of US commercial real estate (CRE) debt is maturing in 2024 and refinancing needs in future years are also significant.