Markets expect a rate cut. Policymakers don’t.
Get more context on diverging sentiment between markets and policymakers on interest rates – and how this uncertainty could present a headwind for investors.
Are investors too complacent as equity markets recover?
This week’s chart looks at heightened volatility that often follows periods of sustained market momentum.
Could subdued global inflation expectations imply a rate cut ahead?
Is a Fed rate cut on the horizon? See how recent global inflation dynamics could cause further troubles for income-oriented investors.
Value stocks see an extended run of underperformance
Get insight into an extended performance anomaly – value stocks underperforming growth stocks – and how long-term investors may take advantage of it.
Commercial real estate cap rates level off
This week’s chart depicts the impact of real interest rates on cap rates and looks at what may lie ahead for commercial real estate investors.
10-year yields see little movement over the past decade
With interest rates hovering at such persistently low levels through the past decade and with little expectation for any increase in short-term rates, investors could continue to face difficulties generating income within their traditional fixed income allocations.
