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CalTRUST Update
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CalTRUST Market Update & Total Return Webinar Scheduled
The Federal Reserve is scheduled to meet on December 12-13. CalTRUST will be holding a webinar on December 18th at 1:00pm PST to update our participants on the actions taken during the meeting as well as the implication. The webinar will focus on the following:
- Market Update post the Fed's December meeting and announcement;
- Impact of a Fed rate hike on the portfolios; and
- Discussion of total return investing strategy.
Please
CLICK HERE to register and join us on December 18th!
Monthly Market Newsletter Feedback
CalTRUST would like to know how you use the Monthly Market Update! Please let us know what your priority is via this very short question survey so we know how to best provide you with the information you need!
As a reminder, your November statements are now available in the
CalTRUST online portal
.
Please click here to view the Statement 101 and sample statement if you have any questions as to how to read your statement. If you have any additional questions regarding statements please contact our CalTRUST Fund Accounting at 833-CalTRUST (225-8787) x1. For
more information on the CalTRUST funds, please contact
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Financial Markets Update
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What the Flattening U.S. Yield Curve is Telling Us
BlackRock's weekly commentary on the flattening U.S. Yield Curve offers the following key points:
- The U.S. yield curve has flattened to decade lows, but the flatter curve is not a recessionary signal (in their view);
- Equity market leadership experienced an aggressive rotation. U.S. third quarter growth was revised up; and
- Solid November U.S. job market gains and wage inflation should allow the Federal Reserve to proceed with a rate increase later this month.
Read their entire commentary here.
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Performance (as of November 30, 2017)
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1. CalTRUST Short-Term and Medium-Term and LAIF yields are net of fees. Merrill 1-5 Year Indexes are unmanaged; and do not reflect any deduction for administrative fees or expenses.
2. CalTRUST and LAIF returns are net of all investment advisor, administrative and program fees.
3. Annualized.
4. The CalTRUST Short-Term and Medium-Term portfolios commenced operations on February 13, 2005.
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2017 Calendar
December 22, 2017
Christmas
Observed
Bond Market Early Closure - 11:00 am PST
December 25, 2017
Christmas Observed
Closed for Trading
December 29, 2017
New Year's Eve Observed
Bond Market Early Closure - 11:00 am PST
2018 Calendar
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January 1, 2018
New Year's Day Observed
Closed for Trading
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