Q3 2017 Market Review

Markets in Review: Gains for Most Asset Classes

Compare your investment results to our Q3 2017 benchmarks for stocks, bonds and alternative investments.

World equity markets, U.S. equity and non-U.S. fixed income gained last quarter while hedge funds rose with gains in equity and activist strategies contributing to performance.

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

  • Valuations matter for long-term equity returns
  • The volatility of equity volatility
  • Value stocks’ correlation to interest rate movements
Report — November 2017

Q3 2017 in Review: A Synopsis of the Financial Market Environment

Q3 2017 in Review: A Synopsis of the Financial Market Environment Read the Q3 2017 Review for plan sponsors Read the Q3 2017 Review for financial intermediaries
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Tim Barron, CAIA

Tim Barron, CAIA
Senior Vice President, Chief Investment Officer

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