Election delivering a return to slow, low growth?
Stocks jumped this week, but rates’ decline points to an economic slog ahead. We look at what a slow recovery would mean for investors.
![](https://fsinvestments.com/wp-content/uploads/2020/11/COTW_2020-11-06_v1_thumbnail-247px.jpg?w=250&h=150&crop=1)
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.
![](https://fsinvestments.com/wp-content/uploads/2020/10/COTW_2020-10-30_v1_thumbnail-247px.jpg?w=250&h=150&crop=1)
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.
![](https://fsinvestments.com/wp-content/uploads/2020/10/COTW_2020-10-23_v1_thumbnail-247px.jpg?w=250&h=150&crop=1)
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.
![](https://fsinvestments.com/wp-content/uploads/2020/10/COTW_2020-10-16_thumbnail-247px_2x.jpg?w=250&h=150&crop=1)
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.
![](https://fsinvestments.com/wp-content/uploads/2020/10/COTW_2020-10-09_v1_thumbnail-247px.jpg?w=250&h=150&crop=1)
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.
![](https://fsinvestments.com/wp-content/uploads/2020/10/COTW_2020-10-02_v1_thumbnail-247px.jpg?w=250&h=150&crop=1)