Renewed sense of optimism emerges around commercial real estate
What’s behind the jump in sentiment on real estate market conditions? Our chart explains the growing optimism and what it means for investors looking for income.
Diverging durations leave corporate bond investors increasingly exposed
Are your investments more vulnerable to price loss if interest rates move higher? This week’s chart shows how durations have diverged on investment grade and high yield bonds.
Low rates, solid fundamentals continue to support commercial real estate
How healthy is the commercial real estate debt market? This week’s chart looks at why it may be an attractive opportunity for investors seeking income in 2020.
Declining income, rising duration leave bond investors vulnerable
Are bond investors prepared for higher interest rate risk? This week’s chart looks at why they may need to seek income and stability from alternative sources.
Fed’s (mis)projections may reinforce the bleak outlook for income
Recent Fed (over)projections may reinforce a bleak outlook for traditional income in 2020. Our chart of the week illustrates the mismatch.
60/40 portfolios soar in 2019. Are lower returns ahead?
Traditional stock and bond portfolios are soaring, but the return drivers seem to be running out of steam. Our chart explains what this could mean for investors in 2020.
