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Rates continue recent rise despite sharp stock sell-off

Rates climbed higher this week while the S&P 500 was down nearly -5%. We look at the risk rates’ recent rise presents to fixed income investments.

Rates gyrate amid competing market drivers

Treasury yields see significant daily swings. This week’s chart looks at what they could be saying about the forward-looking investment environment.

Rates, edging higher, could put bond returns at risk

With inflation stirring, rates caught investors’ attention this week. Our chart looks at the tough position rising rates could put bond investors in.

Real yields rise to usher in new market dynamics?

After two years in negative territory, real yields are back to zero. Our chart looks at real yields impact on growth and value stocks.

Recent fund flows highlight the benefits of a long-term focus

Equity markets saw large inflows at the market's peak, outflows during the correction

Recent market volatility just the beginning?

Volatility spiked this week as macro questions came to the fore. If history is any guide, volatility could remain elevated as the election heats up.

Recession or not, equity return backdrop is challenged

Stocks have seen strong year-to-date (YTD) returns, but high valuations portend challenges ahead as this week’s chart shows.

Record equity inflows continue amid mixed fundamentals

Stock inflows reach a new record; are they divorced from fundamentals? This week’s chart asks if investors should reevaluate equity risk.

Reframing the role of alternatives

A study in partnership with InvestmentNews Research

Regime shift in equity markets?

After a down decade, international stocks are showing signs of life again. This week’s chart looks at international stocks’ recent outperformance.
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