Reports

Q4 2024 Factor Performance Analysis

Q4 2024 Factor Performance Analysis

Q4 2024 was marked by momentum-led gains in U.S. equities, regional divergences in performance across Europe and emerging markets, and significant factor-driven returns globally.

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Q3 2024 Plan Universe Allocation & Return Analysis

Q3 2024 Plan Universe Allocation & Return Analysis

Despite a spike in market volatility, with inflation declining and interest rate cuts by the Federal Reserve and other central banks, global equity markets posted another positive quarter, with the MSCI ACWI index returning over 6.72%.

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