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.
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.
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.
Equities, and expected rate volatility, bounce together
Expected equity volatility quickly settled though it continued to climb in the rates market. Our chart revisits the divergence.
Equity market projects calm. Rates don’t. Which is right?
Rates and equity markets project two very different outlooks. Our chart looks at the expectations gap.
What’s next for a rate-dependent stock market?
As value takes the top spot and growth fades, our chart looks at equity leadership changes in 2021, noting their correlation to Treasury yields.
