Looking Back

Looking Back

See how your investment performance compares with key benchmarks in our quarterly market reviews, provided either in brief or in depth.

Markets in Review: Gains for Most Asset Classes
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Markets in Review: Gains for Most Asset Classes

World equity markets, hedge funds, commodities and private real estate gained in Q4 2016 while bonds and public real estate fell.

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Q3 2016 Market Review – In Depth

Which asset classes gained in Q3 2016? Which fell? Compare your investment results to our benchmarks for stocks bonds and alternatives.

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Q2 2016 Market Review – In Brief

SMA Journal reviews important market events and indicators from the second quarter of 2016.

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Q2 2016 Prism: Pension Funding Tracker

Pension liability growth outpaced asset growth threefold in Q2 2016, leading pension funding levels to a new low for 2016. 

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Q2 2016 Market Review – In Depth

Hedge funds, bonds and real estate gained, commodities rebounded, and equities rose in the U.S. while falling abroad in Q2 2016.

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