Showing 531–540 out of 1014 results
As long rates fall, core fixed income stuck in the middle
Long rates have declined despite rising inflation readings. This week’s chart looks at the declining yield curve and why core FI is in a tough spot.
Rate expectations remain near zero for the long term
Prices have risen, but rates remain anchored. This week’s chart looks at Fed funds rate expectations, noting that the income problem is here to stay.
Energy market commentary: May 2021
The energy sector showed strong performance as inflation and oil prices rose.
Credit market commentary: May 2021
Markets traded sideways for much of the month as inflation concerns and cryptocurrency market volatility weighed on sentiment.
Despite rate pause, the Barclays Agg remains underwater
The Barclays Agg remains in negative territory YTD despite a kinder rate environment. We compare core fixed income returns in 2020 and 2021.
Economy going at the speed of light – what could go wrong?
What does the future hold for this rapidly paced market?
Consumers expect an inflation spike. Economists? Not so much
Consumers’ inflation expectations are about double economists’. We break down the divide, noting that volatility could escalate amid uncertainty.
Small talk: The case for SMIDs
We dig into the historical outperformance of small and mid-cap stocks and the attributes that make them uniquely well-positioned for today’s investing challenges.
Showing 531–540 out of 1014 results