The investment opportunity set has changed in 2022. This week’s chart looks at signs of balance between U.S. and international stocks.

We believe the Fed should take a cautious approach to cutting rates, despite the short-term benefit to financial markets.

As rates have risen again, our chart looks at the limited duration profile on below investment grade markets.

Head of Public Policy Jason Cole and Chief U.S. Economist Lara Rhame dive into what the Republican win means for markets, policy and the economy.

Recent data paints a bleak outlook for “core” fixed income. But there’s a broad opportunity beyond it that may help investors generate an attractive level of income and higher total returns while managing interest rate risk.

For the second time in only a few months, a major voting decision has delivered an unexpected result. The victory of Donald Trump in the U.S. presidential election was largely unexpected and, following the old adage that “markets don’t like uncertainty,” may cause a global spike in volatility.

Investment grade bonds versus high yield bonds and senior secured loans

Correlation between stock returns and bond yields has declined considerably. See what this could mean for forward-looking returns.

Bond returns soar as income falls in this week’s chart. See where this good news/bad news scenario leaves income-oriented investors.