What’s next for a rate-dependent stock market?
As value takes the top spot and growth fades, our chart looks at equity leadership changes in 2021, noting their correlation to Treasury yields.
Strong economic growth or low rates? Both can’t be right.
Treasury rates remain notably disconnected from economic growth expectations. Our chart looks at the divide, why portfolio flexibility remains key.
Equity performance increasingly rate-dependent
This week’s chart looks at duration risk within the equity market and why style agnosticism may be more important than ever in such an environment.
Growth tops value (again) as rates fall
There’s been no standout growth-value winner in 2021. This week’s chart looks at market leadership and emphasizes why flexibility has been important.
Style-agnostic approach important in fast-changing markets
With markets moving fast and furious, our chart looks at dispersions across factors and why style agnosticism may be more important than ever.
FANG–interest rate correlation turns more negative
Tech stocks have had a topsy-turvy 2021. Our chart looks at their correlation with rates, highlighting the importance of flexibility.
