A Statistical and Qualitative Review of Q2 2017 & Outlook for 2017

Key Q2 Takeaways:

  • The “Trump trade” continues to have legs despite the lack of breakthrough in policy as risk assets performed well in Q2.
  • Global growth progresses slowly but inflation is waning, testing the resolution of central banks.
  • The Fed intends to continue with its normalization program for rates and its massive balance sheet later in the year.
  •  Low volatility levels across asset classes dominate markets for now.
  • Pension funded status nudged lower for most plans during the quarter.
  • Several sizable pension risk transfer exercises were announced during the quarter, including Sears, Accenture, and The Hartford.

Download PDF for full article

Share This Page