Showing 771–780 out of 1016 results
After Fed liftoff, fundamentals take center stage
As the Fed commences a new round of rate hikes, our chart looks at maximum compression in price/earnings (P/E) ratios amid historical rate hike cycles.
Diverging economic forecasts as rate hikes begin?
The Fed liftoff took place as market drivers compete. This week’s chart looks at two as investors manage through an uncertain environment.
Inflation wreaks havoc on traditional assets
Amid another record CPI print, this week’s chart looks at the S&P 500 and the Agg’s historical returns during periods of elevated inflation.
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.
Balance returning after a decade of U.S. outperformance?
The investment opportunity set has changed in 2022. This week’s chart looks at signs of balance between U.S. and international stocks.
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.
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.
Opportunity for alts as sentiment turns south?
This week’s chart looks at sustained bearish market sentiment, which recently hit a milestone. Contrarian indicator or more volatility ahead?
A challenging tightrope walk for the Fed gets harder
Financial conditions and markets have danced closely together this year. This week’s chart looks at why their latest move may be problematic for the Fed.
Stock-bond correlation could remain elevated in 2023
As inflation moderates to a still-elevated level, this week's chart looks at stock-bond correlations across different inflation environments.
Showing 771–780 out of 1016 results