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Charted territory: Playbook for converging correlations

If it feels like your whole portfolio has moved in one direction this year, you’re not alone. Now, more than ever, investors need uncorrelated sources of return. This playbook may help.

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June 17, 2022 | 15 minute read

Lately, most traditional asset classes have been moving in largely one direction: Down. Chief U.S. Economist Lara Rhame and Investment Research Director Kara O’Halloran analyze the drivers of converging portfolio correlations and where investors can potentially turn in their latest chartbook.

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Kara O’Halloran, CFA

Director, Investment Research
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Lara Rhame

Chief U.S. Economist + Managing Director
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