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A gloomy forecast for the 60/40; it’s time for alts to shine

Chief Market Strategist Troy Gayeski shares his latest take on the markets.

The 60/40 starts 2022 in the red

This week’s chart looks at the monthly returns on the 60/40 portfolio, which declined in January and faces a murky outlook in 2022.

A conversation for the crypto-curious

Cryptocurrency is not going away. So where is it going? The team discusses Bitcoin, blockchain, and the future of internet business.

Credit market commentary: January 2022

It was a volatile start to the year for most major asset classes. Ongoing COVID concerns, elevated inflation, rising interest rates and a hawkish Fed roiled markets for much of the month.

For core fixed income, a difficult run gets worse

Long-duration fixed income has had a tough start to the year. This week’s chart looks at its declining monthly returns as rates have risen.

Market update: As capital markets waver, the real economy thrives

Chief Market Strategist Troy Gayeski shares his latest take on the markets.

Credit’s interest-ing year

Our Investment Research Team examines what’s driving reactionary responses in the credit market.

Suburban dominance grows amid evolving CRE market

CRE prices have rallied, yet the urban-suburban divide has grown. This week’s chart looks at the widening gap throughout the pandemic.
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