RVK, Inc.

RVK's latest Insights piece examines credit ratings within the context of the insurance industry. Transferring risk from the insurance policy holder to the insurer puts every insurance customer in the position of being a creditor, so the perception of creditworthiness is key to the viability of an insurance business. Click the article to read more. The article can also be found on our website here: https://lnkd.in/gureNgfu

RVK is pleased to issue its latest capital markets review for the month of August. #capitalmarkets

RVK is proud to announce that one of its very own, Spencer Hunter, has been named to Chief Investment Officer’s 2024 Knowledge Brokers list! This year, aiCIO asked a varied group of chief investment officers and allocators which consultants and advisers "have done right by them". aiCIO announced the award on August 29, 2024, based on nominations it received in May and June 2024 for the preceding year. No compensation has been paid by RVK in receiving this award. To learn more, read the article located here: 2024 Knowledge Brokers | Chief Investment Officer (ai-cio.com) Congratulations, Spencer!

RVK is pleased to issue its Capital Markets Review for the month of July. We also include annual and YTD asset class performance. #capitalmarkets

RVK's latest Insights piece provides a summary of peer group performance across various client types, as of June 30, 2024.

We are delighted to provide RVK’s Q2 2024 Capital Markets Review publication. It can also be found on our website here: https://lnkd.in/eqkjrRWP Please see below for some key highlights:   Page 1 - Within equity markets, results were once again driven by mega cap growth stocks, including Nvidia and other stocks expected to benefit from further adoption of artificial intelligence (AI). Results for stocks beyond this small cohort were more mixed, with many segments within the smaller cap and developed international equity asset classes delivering flat to negative returns. Page 2 - Given the inflationary outlook, uncertainty around the growth forecasts were primarily centered around the need for a higher-for-longer interest rate environment, further trade fragmentation given the upcoming US presidential elections and heightened risk around existing and potential military conflicts. Page 3 - Emerging market equities significantly outperformed developed markets in Q2 reversing a recent trend with the MSCI Emerging Markets Index finishing the quarter up 5.0%. Taiwan Semiconductor singlehandedly contributed over a quarter of the gains experienced within broad emerging markets equity, but there were additional contributors including strength across India, China, Taiwan, and Turkey. Page 4 - In Q2, while policy rates were unchanged, the fixed income market experienced volatility due to uncertainty around rate cuts and inflation data. The latest Summary of Economic Projections released by the FOMC indicated only one expected rate cut in 2024 compared to a median forecast of three in the March release. Page 5 - Negative price appreciation in institutional real estate, driven by rate expansion, continues to show a slowing pace. Coupled with stabilizing transaction markets and expectations of an interest rate cut in the near-term there is some anticipation from real estate investors that an eventual market inflection point could be nearing. #capitalmarkets

We are pleased to provide our latest capital markets update for June. #capitalmarkets

In this latest edition of RVK Insights, we provide a summary of observations surrounding a consistent theme in recent meetings with US small cap and SMID (small and mid) cap equity managers—primarily on the growth side. This publication can also be found on our website here: https://lnkd.in/gHRSeH5Q

RVK is pleased to issue its latest Capital Markets Review for the month of May. #capitalmarkets

RVK's latest Insights piece provides an overview of a few notable observations from our proprietary public funds report, as of December 31, 2023. The article can also be found on our website located here: https://lnkd.in/gHRSeH5Q