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.

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.

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.

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

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

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

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.