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.
As long rates surge, the spotlight shines on duration
Treasury rates’ rise this week again placed duration front and center. We look at how rising rates might help certain fixed income sectors.
2020: The year the “40” broke?
A tale of two halves? Our chart looks at the Barclays Agg’s uneven 2020 and what it could mean for fixed income investors in 2021.
Inflation stirring after a decade of dormancy?
Long dormant, inflation expectations have begun to stir. Our chart looks at these expectations and why higher-duration assets may be vulnerable.
Price gains dwindle, leaving little for FI investors
Paltry income, little price appreciation leave fixed income investors in a bind. Our chart breaks down Agg returns, outlining potential trouble ahead.
State, local budgets a hidden economic pitfall?
Looming state budget cuts could slow a post-vaccine recovery. We look back to the Global Financial Crisis to see what we can learn about tomorrow.
