Showing 161–170 out of 1841 results
The Agg races back. Yet core fixed income remains challenged.
Rates decline and the Agg returns to almost breakeven. This week’s chart looks at why core fixed income remains challenged despite the recent rally.
The Agg is no longer balancing equity volatility
As rates keep rising, this week’s chart looks at the 60/40’s historically poor performance, as the Agg has not balanced stocks’ negative returns.
The Agg headed for a third consecutive annual decline?
This week’s chart looks at the Agg’s recent performance as rising rates provide a formidable headwind for core fixed income.
The Agg completes its worst-ever start to a year
Halfway through 2022, this week’s chart revisits the Agg’s monthly returns as expected rate volatility spikes.
The 60/40 starts 2022 in the red
This week’s chart looks at the monthly returns on the 60/40 portfolio, which declined in January and faces a murky outlook in 2022.
The 60/40 portfolio sinks amid market volatility
Finding shelter amid market mayhem? This week's chart shows why investors may need alternative sources of income and diversification.
The 60/40 is toast as the galactic mean reversion continues!
A new strategy note from Chief Market Strategist Troy Gayeski
The 60/40 challenge
Outsized return expectations An FS Investments study found that investors expect an average market return of 7.0% over the next five years.¹ But as market dynamics have changed, a traditional 60/40 portfolio is unlikely to deliver the same level of returns that investors enjoyed over the past few decades. 7.0% annual total return expected by...
The 3D Report: Q4 2022 recap—We won’t get fooled again
Ryan Caldwell and Lara Rhame reflect on the events of 2022, and how they’ll continue to impact the financial markets in the new year.
The 3D Report: Q3 2022—Sympathy for the devil
In this episode, FS Chiron Funds CIO Ryan Caldwell and Chief U.S. Economist Lara Rhame discuss the latest news and events shaping the global investment backdrop.
Showing 161–170 out of 1841 results