Rates continue recent rise despite sharp stock sell-off
Rates climbed higher this week while the S&P 500 was down nearly -5%. We look at the risk rates’ recent rise presents to fixed income investments.
Even a small rate rise highlights bonds’ weakness
Traditional bonds have seen three months of negative returns. Our chart offers a cautionary outlook on bond returns in today’s rate environment.
Valuations near highs – and investors expect more
Stock valuations and investor expectations have risen together over the past decade. Our chart looks at why this pattern is unlikely to continue.
Low yields have broken the traditional “40” bond portfolio
Traditional bonds are providing little yield with more interest rate risk than ever. Our chart looks at the asymmetrical risk-return outlook.
Chasm between stocks and sentiment grows wider
Market activity has been divorced from investor sentiment of late. Our chart looks at the mismatch and why investors might prepare for a pullback.
Treasury market quiets as equity volatility picks up
Treasury rate volatility has flatlined since April. Our chart looks at why yield-hungry investors may need to find new ways to generate income.