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Lower correlation, higher opportunity for active managers
This week’s chart looks at declining S&P 500 correlations, which may open the door for active managers to add alpha to a portfolio.
Q1 2021: Waiting on the world to change
While the first quarter of 2021 may continue to be challenging, we see gradual progress for CRE capital markets leading into a robust recovery later in the year.
Q1 2021: Positioned for strength
The backdrop for credit in 2021 looks favorable. However, active management remains key to generating excess returns and navigating volatility amid the continued impact of COVID-19.
As long rates surge, the spotlight shines on duration
Treasury rates’ rise this week again placed duration front and center. We look at how rising rates might help certain fixed income sectors.
Energy market commentary: December 2020
Energy ended the year on a high note but still endured one of its worst years on record in 2020.
Credit market commentary: December 2020
Vaccine-fueled optimism drove credit markets steadily higher throughout December.
2020: The year the “40” broke?
A tale of two halves? Our chart looks at the Barclays Agg’s uneven 2020 and what it could mean for fixed income investors in 2021.
A post-election discussion
Ryan Caldwell, CIO of Chiron funds, dives into a post-election summary and, along with his guests, analyzes how the election results may affect the landscape of the markets going forward.
Showing 601–610 out of 1015 results