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.

Markets expect the Fed to be much less hawkish than Fed policymakers do. This week’s chart looks at how the disconnect could drive volatility.

Data points toward a potential slog as leading economic indicators weaken. This week’s chart looks at why markets could remain choppy.

Value dominates early 2022 as rates rise. Our chart looks at value’s relative outperformance and why flexibility may be key this year.

Back to low or no yield? Our chart looks at why fixed income investors need to look outside of traditional markets for competitive opportunities.

Best-case scenario for recovery? This week’s chart looks at 3 scenarios for restarting our economy and the impact each might have on U.S. GDP.

If the yield curve inverts, will a recession follow? Not necessarily, given how far from normal the current expansion and Fed rate hike cycle are. We believe investors should instead watch out for volatility sparked by recession fears and prepare for especially challenged traditional income sources.

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.