Showing 821–830 out of 1016 results
$5 trillion later, long-run GDP expectations mostly unchanged
Despite today’s optimism, long-run GDP projections remain similar to those pre-COVID. Our chart sounds a cautious note for long-term investors.
Flexibility important as 2020 leaders become laggards
Stock market leadership YTD has been a mirror image of 2020. Our chart looks this year’s leaders and why active management remains important.
Stocks’ path higher in 2021 has been rocky
Equities’ rise this year has been choppy as investors confront new challenges. Our chart looks at stocks’ path and why flexibility remains important.
Rising inflation expectations ripple across the markets
Rates and inflation expectations moved higher this week. Our chart looks at why the Fed isn’t concerned, but markets could remain choppy, nonetheless.
Leveraged credit climbs amid rising rate environments
As Treasury yields jump, flexibility is key. This week’s chart looks at historical returns for credit when yields have risen quickly.
Flexibility paramount amid value-growth transition
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.
Credit markets a case study on the impact of duration
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.
Economists hike forecasts, but not for stocks
Forecasters turn brighter on the economy, but not stocks. This week’s chart asks whether stock investors need to curb their expectations?
Amid low rates, CLOs appear attractive
Relative value in the fixed income market? This week’s chart compares CLO spreads to those of HY bonds and explores how to delve into this market.
Commercial real estate values rise despite recession
CRE prices have risen in the past year despite the pandemic. This week’s chart looks at why and asks what it means for the next cycle.
Showing 821–830 out of 1016 results