Value stocks are showing signs of life as rates rise. This week’s chart looks at the change and suggests flexible mandates are more important than ever.

Energy was the top-performing sector in the S&P 500 for the second consecutive month.

Bonds were tested by a sharp interest rate spike and declined slightly alongside equities over the last two weeks of February but remained positive on the month, returning 0.35%. Loan prices remained firm, as the asset class outperformed bonds, returning 0.59%.

How far will yields go — and why now?

IG bonds have turned negative over the past 9 months while HY has moved higher. This week’s chart looks at the impact of duration as rates rise.

What reflation is, how it has historically been manifested, and what it means for today’s equity markets.

Forecasters turn brighter on the economy, but not stocks. This week’s chart asks whether stock investors need to curb their expectations?

Learn key differences between two real estate loan structures, including how each has held up during COVID-19.