What Happened to International Small-Cap Equities This Year?

December 21, 2018 | David Hernandez, CFA, Senior Research Analyst, Non-U.S. Equities, Greg Leonberger, FSA, EA, MAAA, Director of Research, Managing Partner

This year’s non-U.S. equity returns have been disappointing, particularly for developed small-cap, with the MSCI EAFE small-cap index down 17.6% through December 18th. The following is a high-level review of why the asset class has struggled so much this year.

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The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

David Hernandez, CFA
Senior Research Analyst, Non-U.S. Equities

Get to Know David

Greg Leonberger, FSA, EA, MAAA
Director of Research, Managing Partner

Get to Know Greg

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