Research



Capital Markets Review

Current Issue: 1st Quarter 2026

In Q1, price action was driven by the military conflict in the Middle East and an abrupt downward re-rating of valuations for companies viewed as threatened by artificial intelligence (AI). Global equities declined modestly, with significant variation across regions and sectors. US equities underperformed international markets. Market leadership rotated decisively toward energy, materials, utilities, and defense...
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Insights

Current Issue: 2026 Q1 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, Health & Welfare....
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