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Safe haven sell-off highlights need for non-correlated asset classes

How safe are “safe havens”? Our chart compares the trajectories of gold and 10-year Treasuries alongside equities’ rapid descent.

S&P 500 Index experienced zero moves of 1% or more in 2017

As 2017 came to a close, the S&P 500 Index continued its progress on what has been an unprecedented run.

Robust employment helps support the commercial real estate market

See how the labor market’s strength is stoking demand for office space – and what this means for commercial real estate prices.

Rising volatility expectations point to market anxiety

Expectations for equity and rate volatility spike amid increased election and rate anxiety.

Rising rates put the “40” to the test

As rates move higher, we look at fixed income performance amid rising rate environments, highlighting sub-investment grade’s strong relative returns.

Rising inflation expectations ripple across the markets

Rates and inflation expectations moved higher this week. Our chart looks at why the Fed isn’t concerned, but markets could remain choppy, nonetheless.

Rising home prices support multifamily market

Home prices are rising again, despite elevated mortgage rates. This week’s chart looks at declining home inventories and rising home prices.

Resetting the opportunity in CLOs

Why these structured credit investments deserve a second look, even in today’s tight spread environment

Resetting expectations: Tackling payrolls in the new normal

The monthly U.S. payroll report is often viewed as a barometer of economic health by investors and policymakers. Gain insight on this market-moving indicator, its link to trend employment growth and how it fits into the new normal.
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