Q1 2018 Market Review

Markets in Review: A Volatile First Quarter

Compare your investment results to our Q1 2018 benchmarks for stocks, bonds and alternative investments.

Emerging market equity, non-U.S. fixed income and hedge funds gained last quarter while U.S. and international equities and U.S. fixed income fell. Expectations for interest rates and inflation shifted and volatility resurfaced, causing performance fluctuations in several markets.

We take an in-depth look at the performance of public and private asset classes, along with developments investors may want to pay attention to, including:

  • Yield projections: wrong for so long, but right this time?
  • S&P 500 Equal-Weighted Index vs. Cap-Weighted Index
  • Reserves and a trade war
  • Federal deficit projections
Report — May 2018

Q1 2018 in Review: A Synopsis of the Financial Market Environment

Q1 2018 in Review: A Synopsis of the Financial Market Environment Read the Q1 2018 Review for plan sponsors Read the Q1 2018 Review for financial intermediaries
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Tim Barron, CAIA

Tim Barron, CAIA
Senior Vice President, Chief Investment Officer

Contact Tim