Inflation has skyrocketed in Q3 while benchmark yields have moved lower. Yet these dynamics are not as inconsistent as they currently appear, and persistent inflation and low interest rates could continue well into 2022.

Few explanations for the upward march of equity valuations are based on resoundingly positive or long-term economic changes. We take a closer look at how these high valuations could be closely tied to the multi-year surge in liquidity.

A new strategy note from Chief Market Strategist Troy Gayeski

History shows us that absolute return strategies have historically delivered on many of the goals of traditional fixed income—and have successfully navigated the challenges markets currently face.

Ryan Caldwell, CIO of Chiron funds, dives into a post-election summary and, along with his guests, analyzes how the election results may affect the landscape of the markets going forward.