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.