Stock-bond correlation is quickly rising
Stock-bond correlation has been on the rise again. This week’s chart looks at the trend and how it has exacerbated the diversification challenge.
High yield attractive amid elevated yields?
High yield bonds offer attractive income and a potentially good entry point. This week’s chart looks at high yield bond yields and spreads over time.
In 2023, the Agg has seen little bounce-back
The Agg has lost steam with three consecutive monthly declines. This week’s chart tracks its monthly returns against the 10-year yield.
Rising home prices support multifamily market
Home prices are rising again, despite elevated mortgage rates. This week’s chart looks at declining home inventories and rising home prices.
Institutions remain cautious, despite market rally
Market sentiment has shifted recently, but there are still reasons for caution. This week’s chart looks at institutions’ somewhat neutral positioning.
Investor demand for private assets remains robust
As investment opportunities shift, this week’s chart looks at institutions’ historical fundraising across private markets.
