Retail REITs have performed well, with year-over-year gains in same-store net operating income and funds from operations.
The five largest countries in the MSCI Emerging Markets index have large weightings toward a few equities.
Japan's broad stock market index, TOPIX, has sharply increased over the past year, generating a U.S. dollar return of 8%.
Pension risk transfer activity, funding ratio of S&P 500 pension plans, trailing 12-month returns by asset class and good news on the employment front continues.
India's equity market has produced outsized gains vs. other emerging markets.
Most banks have kept residential mortgage and consumer loan credit standards the same, but a sizable number have tightened them.