Rising rates put the “40” to the test
As rates move higher, we look at fixed income performance amid rising rate environments, highlighting sub-investment grade’s strong relative returns.
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.
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.
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.
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.
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.
