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Showing 85–90 insights out of 114 results
Note
Rate hikes begin: Earnings to chart the course for equities?
Our research team offers guideposts for equity investors.
Chart of the week
Inflation wreaks havoc on traditional assets
Amid another record CPI print, this week’s chart looks at the S&P 500 and the Agg’s historical returns during periods of elevated inflation.
Chart of the week
Balance returning after a decade of U.S. outperformance?
The investment opportunity set has changed in 2022. This week’s chart looks at signs of balance between U.S. and international stocks.
Note
Perspectives on prices, policy and profits
Hear from Investment Research Director Andrew Korz as he outlines three key tenets for investors in this challenging environment.
Chart of the week
The 60/40 starts 2022 in the red
This week’s chart looks at the monthly returns on the 60/40 portfolio, which declined in January and faces a murky outlook in 2022.
Chart of the week
A sharp rotation toward value as rates rise
Value dominates early 2022 as rates rise. Our chart looks at value’s relative outperformance and why flexibility may be key this year.
Showing 85–90 insights out of 114 results