Research

Capital Markets Review

Current Issue: October 2026

Capital markets navigated a backdrop of increasing inflation from elevated energy prices and investor scrutiny over escalating AI capex. U.S. data was mixed as inflation surprised to the upside while job growth disappointed. The FOMC held the fed funds rate steady as expected after September’s hike, but two dissents favoring another increase....
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Insights

Current Issue: 2026 Q3 Peer Group Analysis

Each quarter, where appropriate, RVK utilizes peer group data to provide clients with a comparison of similar funds’ performance. Each client group listed is comprised of funds under the same category; the broad All Master Trust category includes Corporate, Healthcare, Taft Hartley Defined Benefit,...
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