Economists hike forecasts, but not for stocks
Forecasters turn brighter on the economy, but not stocks. This week’s chart asks whether stock investors need to curb their expectations?
Amid low rates, CLOs appear attractive
Relative value in the fixed income market? This week’s chart compares CLO spreads to those of HY bonds and explores how to delve into this market.
Commercial real estate values rise despite recession
CRE prices have risen in the past year despite the pandemic. This week’s chart looks at why and asks what it means for the next cycle.
Record equity inflows continue amid mixed fundamentals
Stock inflows reach a new record; are they divorced from fundamentals? This week’s chart asks if investors should reevaluate equity risk.
At new highs, stocks increasingly split from earnings
The S&P 500 has hit a fresh new high. Are stocks ready for a pullback? This week’s chart looks at the split between equities and earnings.
Lower correlation, higher opportunity for active managers
This week’s chart looks at declining S&P 500 correlations, which may open the door for active managers to add alpha to a portfolio.
