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Short-term Treasury yields surpass equity yields, but remain low

Stock dividend yields versus U.S. Treasury yields

Treasury yields, and Fed fund expectations, decline

Rates move lower across the yield curve

Credit market commentary: May 2018

Interest rate sensitivity drove returns during the month as higher-duration assets tended to outperform as 10-year Treasury rates fell.

Energy market commentary: May 2018

The energy market saw its second straight positive month with the AMZX and AMEIX outperforming both S&P Energy and HY Energy.

History points to higher volatility and lower returns

In 2018, volatility is higher and returns are lower

Traditional bond returns sputter as rates rise

Barclays Agg quarterly returns vs. 10-year Treasury yield

Why rising rates may not lift your income

Traditional fixed income investors may feel they’ve been lost in a low-yield wasteland. But with improved global growth and the expected Fed rate hike trajectory, some may assume the struggle for income is coming to an end.

Market momentum fades as the economic cycle ages

Stock and bond returns in 2017 and 2018

Traditional stocks and bonds downshift in 2018

Stocks and bonds largely range-bound in 1H 2018
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