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Higher inflation has come for the 60/40

Investors have not truly had to contend with higher inflation for decades. We break down the impact inflation has on fixed income markets, equities, and the dynamics of the 60/40 portfolio.

Higher inflation: Technical, transient or structural?

Why prices rose and what it could mean for investors.

Historically high valuations challenge equity returns

Stocks have generated paltry forward returns during historical periods when valuations have been as high as they are today.

History points to higher volatility and lower returns

In 2018, volatility is higher and returns are lower

History suggests the market recovery could be long and slow

Long, slow and volatile recovery? Our chart illustrates why investors might want to prepare for an extended period of economic uncertainty.

Housing challenges create opportunity in CRE?

Housing data has crumbled under rapid Fed rate hikes. This week’s chart looks at how declining housing investment may mean opportunity in CRE.

How will higher interest rates impact CRE returns?

Investors are faced with a changing CRE landscape amid an aggressive rate hike cycle. We explore the implications of higher financing costs, and potential new strategies to capture value.
Showing 501–510 out of 1074 results

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