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.

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