2018 Second Quarter Market Thoughts

August 1, 2018 / by NEPC

2018 Q2 MT (2)-1

NEPC’s Quarterly Market Thoughts examine a changing investment landscape marked by heightened US-China trade tensions and a flattening US yield curve. At this time, we recommend a modest increase in safe-haven fixed-income exposure and to trim US equities. Second-quarter performance of global equities and fixed income, and real assets are also discussed.

Topics: Endowments & Foundations, Healthcare, Insurance, Public Funds, Taft-Hartley, Defined Contribution, Private Wealth, Discretionary Services, Quarterly Market Thoughts, Corporate Defined Benefit

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